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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
Q2 		$490K Buy
8,607
+45
+0.5% +$2.39K 0.23% 38
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sard Wealth Management Group's BAC Position: Q2 2026 in Review

Sard Wealth Management Group increased its Bank of America (BAC) stake by 0.53% in Q2 2026, buying an estimated $2.39K and bringing the position to 8,607 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #38.

Sard Wealth Management Group first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sard Wealth Management Group held 8,607 shares of Bank of America worth $490K as of Q2 2026.
  • Sard Wealth Management Group bought 45 Bank of America shares in Q2 2026, an estimated $2.39K.
  • Bank of America made up 0.23% of Sard Wealth Management Group's portfolio in Q2 2026, its #38 holding.
  • Sard Wealth Management Group first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.