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 Q3	$471K	Buy	8,655 +48	+0.6%	+$2.92K	0.19%	41
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 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

Sard Wealth Management Group's BAC Position: Q3 2026 in Review

Sard Wealth Management Group increased its Bank of America (BAC) stake by 0.56% in Q3 2026, buying an estimated $2.92K and bringing the position to 8,655 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #41.

Sard Wealth Management Group first reported a position in BAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $490K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Sard Wealth Management Group held 8,655 shares of Bank of America worth $471K as of Q3 2026.
Sard Wealth Management Group bought 48 Bank of America shares in Q3 2026, an estimated $2.92K.
Bank of America made up 0.19% of Sard Wealth Management Group's portfolio in Q3 2026, its #41 holding.
Sard Wealth Management Group first reported a position in Bank of America in Q2 2024 and has held it in 10 quarters since.
Sard Wealth Management Group's Bank of America position peaked at $490K in Q2 2026.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.