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SBI Securities’s Bank of America BAC Stock Holding History

SBI Securities’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 		$3.4M Sell
69,779
-1,335
-2% -$68.9K 0.09% 120
2025
Q4 		$3.91M Sell
71,114
-1,259
-2% -$66.6K 0.1% 119
2025
Q3 		$3.73M Sell
72,373
-45,728
-39% -$2.23M 0.1% 124
2025
Q2 		$5.59M Buy
118,101
+1,807
+2% +$76K 0.16% 82
2025
Q1 		$4.85M Sell
116,294
-1,561
-1% -$69.6K 0.16% 82
2024
Q4 		$5.18M Buy
+117,855
New +$5.19M 0.16% 80

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities's BAC Position: Q1 2026 in Review

SBI Securities reduced its Bank of America (BAC) stake by 1.9% in Q1 2026, selling an estimated $68.9K and leaving 69,779 shares worth $3.4M. The position accounts for 0.09% of the portfolio, ranked #120.

SBI Securities first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.59M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • SBI Securities held 69,779 shares of Bank of America worth $3.4M as of Q1 2026.
  • SBI Securities sold 1,335 Bank of America shares in Q1 2026, an estimated $68.9K.
  • Bank of America made up 0.09% of SBI Securities's portfolio in Q1 2026, its #120 holding.
  • SBI Securities first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Bank of America position peaked at $5.59M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.