Sentinel Pension Advisors’s Bank of America BAC Stock Holding History

Sentinel Pension Advisors’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	$452K	Buy	7,379 +152	+2%	+$8.08K	0.06%	95
2026 Q1	$352K	Sell	7,227 -21	-0.3%	-$1.08K	0.05%	106
2025 Q4	$399K	Buy	7,248 +2,000	+38%	+$106K	0.06%	95
2025 Q3	$271K	Buy	5,248 +20	+0.4%	+$976	0.04%	109
2025 Q2	$247K	Buy	+5,228	New	+$220K	0.04%	107

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sentinel Pension Advisors's BAC Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $8.08K and bringing the position to 7,379 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #95.

Sentinel Pension Advisors first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sentinel Pension Advisors held 7,379 shares of Bank of America worth $452K as of Q2 2026.
Sentinel Pension Advisors bought 152 Bank of America shares in Q2 2026, an estimated $8.08K.
Bank of America made up 0.06% of Sentinel Pension Advisors's portfolio in Q2 2026, its #95 holding.
Sentinel Pension Advisors first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.