Sky Investment Group’s Bank of America BAC Stock Holding History

Sky Investment 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
2026 Q2	$983K	Buy	17,249 +1,615	+10%	+$85.9K	0.15%	91
2026 Q1	$762K	Buy	15,634 +46	+0.3%	+$2.37K	0.13%	96
2025 Q4	$857K	Sell	15,588 -66	-0.4%	-$3.49K	0.14%	93
2025 Q3	$808K	Hold	15,654	–	–	0.14%	92
2025 Q2	$741K	Hold	15,654	–	–	0.13%	95
2025 Q1	$653K	Hold	15,654	–	–	0.12%	93
2024 Q4	$688K	Hold	15,654	–	–	0.13%	89
2024 Q3	$621K	Hold	15,654	–	–	0.11%	93
2024 Q2	$623K	Sell	15,654 -516	-3%	-$19.8K	0.12%	91
2024 Q1	$613K	Hold	16,170	–	–	0.12%	91
2023 Q4	$544K	Hold	16,170	–	–	0.11%	91
2023 Q3	$443K	Hold	16,170	–	–	0.1%	97
2023 Q2	$464K	Buy	16,170 +170	+1%	+$4.85K	0.1%	97
2023 Q1	$458K	Sell	16,000 -35	-0.2%	-$1.16K	0.1%	96
2022 Q4	$531K	Buy	16,035 +35	+0.2%	+$1.21K	0.13%	92
2022 Q3	$483K	Buy	16,000 +105	+0.7%	+$3.51K	0.13%	94
2022 Q2	$495K	Buy	15,895 +551	+4%	+$19.8K	0.12%	93
2022 Q1	$632K	Hold	15,344	–	–	0.13%	91
2021 Q4	$683K	Sell	15,344 -908	-6%	-$41.4K	0.14%	92
2021 Q3	$690K	Hold	16,252	–	–	0.15%	90
2021 Q2	$670K	Buy	16,252 +154	+1%	+$6.31K	0.15%	90
2021 Q1	$623K	Buy	16,098 +154	+1%	+$5.31K	0.15%	88
2020 Q4	$483K	Hold	15,944	–	–	0.12%	90
2020 Q3	$384K	Buy	15,944 +516	+3%	+$12.8K	0.11%	93
2020 Q2	$366K	Sell	15,428 -326	-2%	-$7.7K	0.13%	82
2020 Q1	$334K	Hold	15,754	–	–	0.13%	78
2019 Q4	$555K	Buy	15,754 +174	+1%	+$5.62K	0.18%	76
2019 Q3	$454K	Hold	15,580	–	–	0.16%	78
2019 Q2	$452K	Buy	15,580 +152	+1%	+$4.38K	0.16%	79
2019 Q1	$426K	Hold	15,428	–	–	0.16%	80
2018 Q4	$380K	Buy	15,428 +300	+2%	+$8.14K	0.16%	78
2018 Q3	$446K	Buy	15,128 +600	+4%	+$18.3K	0.17%	77
2018 Q2	$410K	Hold	14,528	–	–	0.17%	77
2018 Q1	$436K	Hold	14,528	–	–	0.18%	76
2017 Q4	$429K	Hold	14,528	–	–	0.17%	75
2017 Q3	$368K	Hold	14,528	–	–	0.15%	79
2017 Q2	$352K	Hold	14,528	–	–	0.15%	78
2017 Q1	$343K	Hold	14,528	–	–	0.15%	78
2016 Q4	$321K	Hold	14,528	–	–	0.15%	78
2016 Q3	$227K	Hold	14,528	–	–	0.11%	84
2016 Q2	$193K	Hold	14,528	–	–	0.09%	88
2016 Q1	$196K	Hold	14,528	–	–	0.1%	86
2015 Q4	$245K	Hold	14,528	–	–	0.13%	76
2015 Q3	$226K	Hold	14,528	–	–	0.13%	76
2015 Q2	$247K	Buy	+14,528	New	+$239K	0.13%	74

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

Sky Investment Group's BAC Position: Q2 2026 in Review

Sky Investment Group increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $85.9K and bringing the position to 17,249 shares worth $983K. The position accounts for 0.15% of the portfolio, ranked #91.

Sky Investment Group first reported a position in BAC in Q2 2015 and has held it in 45 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sky Investment Group held 17,249 shares of Bank of America worth $983K as of Q2 2026.
Sky Investment Group bought 1,615 Bank of America shares in Q2 2026, an estimated $85.9K.
Bank of America made up 0.15% of Sky Investment Group's portfolio in Q2 2026, its #91 holding.
Sky Investment Group first reported a position in Bank of America in Q2 2015 and has held it in 45 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.