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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 $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

SevenBridge Financial Group's BAC Position: Q2 2026 in Review

SevenBridge Financial Group reduced its Bank of America (BAC) stake by 3.5% in Q2 2026, selling an estimated $112K and leaving 57,568 shares worth $3.64M. The position accounts for 0.53% of the portfolio, ranked #58.

SevenBridge Financial Group first reported a position in BAC in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.53M in Q4 2021. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SevenBridge Financial Group held 57,568 shares of Bank of America worth $3.64M as of Q2 2026.
  • SevenBridge Financial Group sold 2,115 Bank of America shares in Q2 2026, an estimated $112K.
  • Bank of America made up 0.53% of SevenBridge Financial Group's portfolio in Q2 2026, its #58 holding.
  • SevenBridge Financial Group first reported a position in Bank of America in Q2 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Bank of America position peaked at $6.53M in Q4 2021.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.