Sierra Capital’s Bank of America BAC Stock Holding History

Sierra Capital’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	$10.3M	Sell	180,605 -2,008	-1%	-$107K	0.99%	27
2026 Q1	$8.9M	Hold	182,613	–	–	0.97%	28
2025 Q4	$10M	Hold	182,613	–	–	1.06%	25
2025 Q3	$9.42M	Hold	182,613	–	–	1.03%	26
2025 Q2	$8.64M	Hold	182,613	–	–	1%	28
2025 Q1	$7.62M	Sell	182,613 -13,163	-7%	-$587K	0.92%	33
2024 Q4	$8.6M	Sell	195,776 -421	-0.2%	-$18.5K	1.02%	32
2024 Q3	$7.79M	Hold	196,197	–	–	0.93%	31
2024 Q2	$7.8M	Sell	196,197 -4,550	-2%	-$174K	1.04%	30
2024 Q1	$7.61M	Buy	200,747 +150,190	+297%	+$5.16M	1%	30
2023 Q4	$1.7M	Sell	50,557 -488	-1%	-$14.2K	0.25%	87
2023 Q3	$1.4M	Hold	51,045	–	–	0.22%	89
2023 Q2	$1.46M	Hold	51,045	–	–	0.23%	90
2023 Q1	$1.46M	Hold	51,045	–	–	0.24%	88
2022 Q4	$1.69M	Hold	51,045	–	–	0.29%	73
2022 Q3	$1.54M	Sell	51,045 -93	-0.2%	-$3.11K	0.29%	73
2022 Q2	$1.59M	Sell	51,138 -167	-0.3%	-$6.01K	0.29%	76
2022 Q1	$2.12M	Buy	51,305 +54	+0.1%	+$2.44K	0.33%	68
2021 Q4	$2.28M	Buy	51,251 +694	+1%	+$31.6K	0.34%	68
2021 Q3	$2.15M	Hold	50,557	–	–	0.36%	73
2021 Q2	$2.08M	Hold	50,557	–	–	0.39%	70
2021 Q1	$1.96M	Buy	+50,557	New	+$1.74M	0.37%	71

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

Sierra Capital's BAC Position: Q2 2026 in Review

Sierra Capital reduced its Bank of America (BAC) stake by 1.1% in Q2 2026, selling an estimated $107K and leaving 180,605 shares worth $10.3M. The position accounts for 0.99% of the portfolio, ranked #27.

Sierra Capital first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sierra Capital held 180,605 shares of Bank of America worth $10.3M as of Q2 2026.
Sierra Capital sold 2,008 Bank of America shares in Q2 2026, an estimated $107K.
Bank of America made up 0.99% of Sierra Capital's portfolio in Q2 2026, its #27 holding.
Sierra Capital first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.