Sarasin & Partners’s Bank of America BAC Stock Holding History

Sarasin & Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.87M	Buy	34,400 +600	+2%	+$36.6K	0.02%	91
2026 Q2	$1.93M	Hold	33,800	–	–	0.02%	71
2026 Q1	$1.65M	Buy	+33,800	New	+$1.74M	0.02%	75
2025 Q2	–	Sell	-23,000	Closed	-$960K	–	81
2025 Q1	$960K	Sell	23,000 -7,000	-23%	-$312K	0.01%	81
2024 Q4	$1.32M	Buy	+30,000	New	+$1.32M	0.01%	61
2024 Q1	–	Sell	-20,000	Closed	-$673K	–	82
2023 Q4	$673K	Buy	+20,000	New	+$582K	0.01%	83
2022 Q2	–	Sell	-20,203	Closed	-$833K	–	89
2022 Q1	$833K	Buy	+20,203	New	+$912K	0.01%	88
2021 Q4	–	Sell	-20,000	Closed	-$849K	–	98
2021 Q3	$849K	Hold	20,000	–	–	0.01%	107
2021 Q2	$825K	Hold	20,000	–	–	0.01%	105
2021 Q1	$774K	Sell	20,000 -7,405	-27%	-$256K	0.01%	101
2020 Q4	$831K	Buy	27,405 +7,405	+37%	+$198K	0.01%	107
2020 Q3	$482K	Hold	20,000	–	–	0.01%	112
2020 Q2	$475K	Hold	20,000	–	–	0.01%	112
2020 Q1	$425K	Hold	20,000	–	–	0.01%	109
2019 Q4	$704K	Hold	20,000	–	–	0.01%	119
2019 Q3	$583K	Hold	20,000	–	–	0.01%	123
2019 Q2	$580K	Hold	20,000	–	–	0.01%	124
2019 Q1	$552K	Hold	20,000	–	–	0.01%	112
2018 Q4	$493K	Hold	20,000	–	–	0.01%	112
2018 Q3	$589K	Hold	20,000	–	–	0.01%	117
2018 Q2	$564K	Buy	+20,000	New	+$597K	0.01%	101

Other funds holding BAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Sarasin & Partners's BAC Position: Q3 2026 in Review

Sarasin & Partners increased its Bank of America (BAC) stake by 1.8% in Q3 2026, buying an estimated $36.6K and bringing the position to 34,400 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #91.

Sarasin & Partners first reported a position in BAC in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.93M in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Sarasin & Partners held 34,400 shares of Bank of America worth $1.87M as of Q3 2026.
Sarasin & Partners bought 600 Bank of America shares in Q3 2026, an estimated $36.6K.
Bank of America made up 0.02% of Sarasin & Partners's portfolio in Q3 2026, its #91 holding.
Sarasin & Partners first reported a position in Bank of America in Q2 2018 and has held it in 21 quarters since.
Sarasin & Partners's Bank of America position peaked at $1.93M in Q2 2026.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.