Sigma Planning Corp’s Bank of America BAC Stock Holding History

Sigma Planning Corp’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 Q1	$5.56M	Sell	114,011 -1,435	-1%	-$74K	0.15%	135
2025 Q4	$6.35M	Sell	115,446 -1,030	-0.9%	-$54.4K	0.18%	106
2025 Q3	$6.01M	Buy	116,476 +18,220	+19%	+$889K	0.17%	114
2025 Q2	$4.65M	Sell	98,256 -3,674	-4%	-$155K	0.14%	148
2025 Q1	$4.25M	Sell	101,930 -2,781	-3%	-$124K	0.14%	152
2024 Q4	$4.6M	Sell	104,711 -1,975	-2%	-$86.9K	0.14%	148
2024 Q3	$4.23M	Sell	106,686 -3,701	-3%	-$148K	0.13%	156
2024 Q2	$4.39M	Sell	110,387 -813	-0.7%	-$31.2K	0.14%	143
2024 Q1	$4.22M	Buy	111,200 +55,770	+101%	+$1.91M	0.13%	158
2023 Q4	$1.87M	Sell	55,430 -72,202	-57%	-$2.1M	0.15%	147
2023 Q3	$3.49M	Sell	127,632 -12,302	-9%	-$364K	0.13%	156
2023 Q2	$4.01M	Sell	139,934 -64,431	-32%	-$1.84M	0.14%	139
2023 Q1	$5.84M	Sell	204,365 -16,087	-7%	-$531K	0.19%	114
2022 Q4	$7.3M	Buy	220,452 +10,655	+5%	+$367K	0.26%	84
2022 Q3	$6.34M	Buy	209,797 +1,883	+0.9%	+$63K	0.24%	88
2022 Q2	$6.47M	Sell	207,914 -1,604	-0.8%	-$57.8K	0.22%	89
2022 Q1	$8.64M	Sell	209,518 -1,938	-0.9%	-$87.4K	0.26%	72
2021 Q4	$9.41M	Buy	211,456 +14,679	+7%	+$669K	0.26%	70
2021 Q3	$8.35M	Buy	196,777 +3,348	+2%	+$135K	0.25%	79
2021 Q2	$7.97M	Buy	193,429 +13,791	+8%	+$565K	0.24%	87
2021 Q1	$6.95M	Buy	179,638 +20,245	+13%	+$699K	0.22%	98
2020 Q4	$4.83M	Sell	159,393 -4,429	-3%	-$119K	0.16%	138
2020 Q3	$3.95M	Sell	163,822 -15,681	-9%	-$390K	0.16%	141
2020 Q2	$4.26M	Sell	179,503 -3,124	-2%	-$73.8K	0.19%	114
2020 Q1	$3.88M	Sell	182,627 -6	-0%	-$180	0.23%	90
2019 Q4	$6.43M	Buy	182,633 +689	+0.4%	+$22.3K	0.27%	70
2019 Q3	$5.31M	Sell	181,944 -3,979	-2%	-$114K	0.25%	84
2019 Q2	$5.39M	Sell	185,923 -9,165	-5%	-$264K	0.28%	78
2019 Q1	$5.38M	Sell	195,088 -6,231	-3%	-$176K	0.31%	72
2018 Q4	$4.96M	Buy	201,319 +5,453	+3%	+$148K	0.36%	61
2018 Q3	$5.77M	Sell	195,866 -2,628	-1%	-$80K	0.34%	64
2018 Q2	$5.6M	Buy	198,494 +3,135	+2%	+$93.5K	0.37%	53
2018 Q1	$5.86M	Buy	195,359 +12,359	+7%	+$388K	0.43%	48
2017 Q4	$5.4M	Buy	183,000 +17,562	+11%	+$484K	0.42%	48
2017 Q3	$4.19M	Sell	165,438 -912	-0.5%	-$22.1K	0.35%	55
2017 Q2	$4.04M	Sell	166,350 -6,260	-4%	-$146K	0.38%	50
2017 Q1	$4.07M	Buy	172,610 +8,780	+5%	+$208K	0.39%	51
2016 Q4	$3.62M	Buy	163,830 +9,607	+6%	+$185K	0.4%	50
2016 Q3	$2.41M	Sell	154,223 -3,877	-2%	-$57.7K	0.29%	80
2016 Q2	$2.1M	Buy	158,100 +29,662	+23%	+$417K	0.27%	81
2016 Q1	$1.74M	Buy	128,438 +5,240	+4%	+$70.7K	0.24%	98
2015 Q4	$2.07M	Buy	123,198 +10,299	+9%	+$174K	0.29%	74
2015 Q3	$1.76M	Buy	112,899 +21,152	+23%	+$356K	0.28%	78
2015 Q2	$1.56M	Sell	91,747 -12,543	-12%	-$207K	0.22%	115
2015 Q1	$1.6M	Buy	104,290 +3,384	+3%	+$54.3K	0.21%	121
2014 Q4	$1.8M	Buy	+100,906	New	+$1.73M	0.24%	105

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's BAC Position: Q1 2026 in Review

Sigma Planning Corp reduced its Bank of America (BAC) stake by 1.2% in Q1 2026, selling an estimated $74K and leaving 114,011 shares worth $5.56M. The position accounts for 0.15% of the portfolio, ranked #135.

Sigma Planning Corp first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.41M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sigma Planning Corp held 114,011 shares of Bank of America worth $5.56M as of Q1 2026.
Sigma Planning Corp sold 1,435 Bank of America shares in Q1 2026, an estimated $74K.
Bank of America made up 0.15% of Sigma Planning Corp's portfolio in Q1 2026, its #135 holding.
Sigma Planning Corp first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Bank of America position peaked at $9.41M in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.