Sard Wealth Management Group’s Bank of America BAC Stock Holding History

Sard Wealth Management Group’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 Q1	$417K	Sell	8,562 -163	-2%	-$8.41K	0.23%	37
2025 Q4	$480K	Buy	8,725 +637	+8%	+$33.7K	0.26%	35
2025 Q3	$417K	Buy	8,088 +2,462	+44%	+$120K	0.24%	35
2025 Q2	$266K	Sell	5,626 -7	-0.1%	-$294	0.16%	41
2025 Q1	$235K	Buy	5,633 +530	+10%	+$23.6K	0.16%	42
2024 Q4	$224K	Buy	5,103 +29	+0.6%	+$1.28K	0.15%	40
2024 Q3	$201K	Buy	5,074 +26	+0.5%	+$1.04K	0.13%	45
2024 Q2	$201K	Buy	+5,048	New	+$193K	0.14%	42

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sard Wealth Management Group's BAC Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Bank of America (BAC) stake by 1.9% in Q1 2026, selling an estimated $8.41K and leaving 8,562 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #37.

Sard Wealth Management Group first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $480K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sard Wealth Management Group held 8,562 shares of Bank of America worth $417K as of Q1 2026.
Sard Wealth Management Group sold 163 Bank of America shares in Q1 2026, an estimated $8.41K.
Bank of America made up 0.23% of Sard Wealth Management Group's portfolio in Q1 2026, its #37 holding.
Sard Wealth Management Group first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Sard Wealth Management Group's Bank of America position peaked at $480K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.