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SGL Investment Advisors’s Bank of America BAC Stock Holding History

SGL Investment 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 		$742K Buy
11,619
+3,510
+43% +$187K 0.26% 74
2026
Q1 		$410K Sell
8,109
-729
-8% -$37.6K 0.15% 102
2025
Q4 		$486K Buy
8,838
+268
+3% +$14.2K 0.19% 92
2025
Q3 		$459K Buy
8,570
+575
+7% +$28.1K 0.19% 95
2025
Q2 		$377K Buy
7,995
+807
+11% +$34K 0.18% 89
2025
Q1 		$299K Buy
7,188
+1,782
+33% +$79.4K 0.15% 95
2024
Q4 		$250K Buy
5,406
+421
+8% +$18.5K 0.13% 101
2024
Q3 		$229K Buy
+4,985
New +$200K 0.12% 93

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

SGL Investment Advisors's BAC Position: Q2 2026 in Review

SGL Investment Advisors increased its Bank of America (BAC) stake by 43% in Q2 2026, buying an estimated $187K and bringing the position to 11,619 shares worth $742K. The position accounts for 0.26% of the portfolio, ranked #74.

SGL Investment Advisors first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SGL Investment Advisors held 11,619 shares of Bank of America worth $742K as of Q2 2026.
  • SGL Investment Advisors bought 3,510 Bank of America shares in Q2 2026, an estimated $187K.
  • Bank of America made up 0.26% of SGL Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • SGL Investment Advisors first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.