Sigma Investment Counselors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $688K | Buy |
12,073
+624
| +5% | +$33.2K | 0.03% | 121 |
|
|
2026
Q1 | $558K | Sell |
11,449
-558
| -5% | -$28.8K | 0.03% | 120 |
|
|
2025
Q4 | $660K | Buy |
12,007
+41
| +0.3% | +$2.17K | 0.03% | 119 |
|
|
2025
Q3 | $617K | Sell |
11,966
-170
| -1% | -$8.29K | 0.03% | 119 |
|
|
2025
Q2 | $574K | Buy |
12,136
+521
| +4% | +$21.9K | 0.03% | 120 |
|
|
2025
Q1 | $485K | Sell |
11,615
-378
| -3% | -$16.8K | 0.03% | 121 |
|
|
2024
Q4 | $527K | Hold |
11,993
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $476K | Buy |
11,993
+1,281
| +12% | +$51.3K | 0.03% | 127 |
|
|
2024
Q2 | $426K | Hold |
10,712
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $406K | Hold |
10,712
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $361K | Sell |
10,712
-1,295
| -11% | -$37.7K | 0.03% | 150 |
|
|
2023
Q3 | $329K | Sell |
12,007
-350
| -3% | -$10.4K | 0.02% | 149 |
|
|
2023
Q2 | $355K | Hold |
12,357
| – | – | 0.03% | 143 |
|
|
2023
Q1 | $353K | Sell |
12,357
-350
| -3% | -$11.6K | 0.03% | 147 |
|
|
2022
Q4 | $421K | Buy |
12,707
+1,956
| +18% | +$67.4K | 0.03% | 133 |
|
|
2022
Q3 | $325K | Hold |
10,751
| – | – | 0.03% | 142 |
|
|
2022
Q2 | $335K | Buy |
10,751
+524
| +5% | +$18.9K | 0.03% | 141 |
|
|
2022
Q1 | $422K | Sell |
10,227
-1,039
| -9% | -$46.9K | 0.03% | 135 |
|
|
2021
Q4 | $501K | Buy |
11,266
+472
| +4% | +$21.5K | 0.04% | 131 |
|
|
2021
Q3 | $458K | Sell |
10,794
-435
| -4% | -$17.5K | 0.03% | 132 |
|
|
2021
Q2 | $463K | Buy |
11,229
+91
| +0.8% | +$3.73K | 0.03% | 129 |
|
|
2021
Q1 | $431K | Sell |
11,138
-2,315
| -17% | -$79.9K | 0.04% | 129 |
|
|
2020
Q4 | $408K | Buy |
+13,453
| New | +$361K | 0.04% | 128 |
|
|
2020
Q3 | – | Sell |
-12,744
| Closed | -$303K | – | 128 |
|
|
2020
Q2 | $303K | Buy |
12,744
+2,350
| +23% | +$55.5K | 0.03% | 127 |
|
|
2020
Q1 | $221K | Sell |
10,394
-372
| -3% | -$11.2K | 0.03% | 132 |
|
|
2019
Q4 | $379K | Sell |
10,766
-328
| -3% | -$10.6K | 0.04% | 114 |
|
|
2019
Q3 | $324K | Sell |
11,094
-1,245
| -10% | -$35.8K | 0.04% | 118 |
|
|
2019
Q2 | $358K | Buy |
12,339
+3,685
| +43% | +$106K | 0.04% | 114 |
|
|
2019
Q1 | $239K | Hold |
8,654
| – | – | 0.03% | 134 |
|
|
2018
Q4 | $213K | Sell |
8,654
-656
| -7% | -$17.8K | 0.03% | 133 |
|
|
2018
Q3 | $274K | Sell |
9,310
-743
| -7% | -$22.6K | 0.03% | 116 |
|
|
2018
Q2 | $283K | Buy |
10,053
+831
| +9% | +$24.8K | 0.04% | 109 |
|
|
2018
Q1 | $277K | Buy |
+9,222
| New | +$290K | 0.04% | 105 |
|
Other funds holding BAC
Sigma Investment Counselors's BAC Position: Q2 2026 in Review
Sigma Investment Counselors increased its Bank of America (BAC) stake by 5.5% in Q2 2026, buying an estimated $33.2K and bringing the position to 12,073 shares worth $688K. The position accounts for 0.03% of the portfolio, ranked #121.
Sigma Investment Counselors first reported a position in BAC in Q1 2018 and has held it in 33 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Sigma Investment Counselors held 12,073 shares of Bank of America worth $688K as of Q2 2026.
- Sigma Investment Counselors bought 624 Bank of America shares in Q2 2026, an estimated $33.2K.
- Bank of America made up 0.03% of Sigma Investment Counselors's portfolio in Q2 2026, its #121 holding.
- Sigma Investment Counselors first reported a position in Bank of America in Q1 2018 and has held it in 33 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.