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Saxon Interests’s Bank of America BAC Stock Holding History

Saxon Interests’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 		$318K Buy
5,578
+95
+2% +$5.05K 0.09% 190
2026
Q1 		$267K Sell
5,483
-882
-14% -$45.5K 0.09% 194
2025
Q4 		$350K Buy
6,365
+94
+1% +$4.97K 0.12% 152
2025
Q3 		$318K Buy
6,271
+25
+0.4% +$1.22K 0.12% 151
2025
Q2 		$261K Hold
6,246
– – 0.12% 153
2025
Q1 		$261K Buy
6,246
+563
+10% +$25.1K 0.12% 153
2024
Q4 		$250K Sell
5,683
-14
-0.2% -$616 0.11% 158
2024
Q3 		$226K Sell
5,697
-1,527
-21% -$61.2K 0.1% 160
2024
Q2 		$287K Sell
7,224
-504
-7% -$19.3K 0.14% 136
2024
Q1 		$293K Sell
7,728
-5
-0.1% -$172 0.14% 137
2023
Q4 		$260K Buy
+7,733
New +$225K 0.13% 152
2023
Q2 		– Sell
-8,281
Closed -$237K – 169
2023
Q1 		$237K Buy
8,281
+1,886
+29% +$62.3K 0.13% 152
2022
Q4 		$217K Buy
6,395
+6
+0.1% +$207 0.12% 147
2022
Q3 		$204K Sell
6,389
-35
-0.5% -$1.17K 0.12% 144
2022
Q2 		$200K Sell
6,424
-2,847
-31% -$103K 0.12% 141
2022
Q1 		$382K Buy
9,271
+308
+3% +$13.9K 0.2% 97
2021
Q4 		$441K Buy
+8,963
New +$408K 0.25% 80

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

Saxon Interests's BAC Position: Q2 2026 in Review

Saxon Interests increased its Bank of America (BAC) stake by 1.7% in Q2 2026, buying an estimated $5.05K and bringing the position to 5,578 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #190.

Saxon Interests first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $441K in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Saxon Interests held 5,578 shares of Bank of America worth $318K as of Q2 2026.
  • Saxon Interests bought 95 Bank of America shares in Q2 2026, an estimated $5.05K.
  • Bank of America made up 0.09% of Saxon Interests's portfolio in Q2 2026, its #190 holding.
  • Saxon Interests first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's Bank of America position peaked at $441K in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.