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SevenBridge Financial Group’s Bank of America BAC Stock Holding History

SevenBridge Financial 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
2016
Q4 		– Sell
-15
Closed -$1K – 640
2016
Q3 		$1K Buy
+15
New +$223 ﹤0.01% 593

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

SevenBridge Financial Group's BAC Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Bank of America (BAC) stake by 6.6% in Q1 2026, selling an estimated $218K and leaving 59,683 shares worth $3.17M. The position accounts for 0.5% of the portfolio, ranked #66.

SevenBridge Financial Group first reported a position in BAC in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.53M in Q4 2021. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • SevenBridge Financial Group held 59,683 shares of Bank of America worth $3.17M as of Q1 2026.
  • SevenBridge Financial Group sold 4,231 Bank of America shares in Q1 2026, an estimated $218K.
  • Bank of America made up 0.5% of SevenBridge Financial Group's portfolio in Q1 2026, its #66 holding.
  • SevenBridge Financial Group first reported a position in Bank of America in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Bank of America position peaked at $6.53M in Q4 2021.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.