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Sovereign Financial Group’s Bank of America BAC Stock Holding History

Sovereign Financial 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 		$2.16M Sell
37,867
-1,340
-3% -$71.3K 0.33% 53
2026
Q1 		$1.91M Buy
39,207
+420
+1% +$21.7K 0.33% 53
2025
Q4 		$2.13M Buy
38,787
+1,376
+4% +$72.7K 0.37% 46
2025
Q3 		$1.93M Buy
37,411
+119
+0.3% +$5.8K 0.36% 52
2025
Q2 		$1.76M Sell
37,292
-202
-0.5% -$8.5K 0.36% 52
2025
Q1 		$1.56M Sell
37,494
-197
-0.5% -$8.78K 0.36% 53
2024
Q4 		$1.66M Sell
37,691
-969
-3% -$42.6K 0.38% 49
2024
Q3 		$1.53M Sell
38,660
-540
-1% -$21.6K 0.36% 54
2024
Q2 		$1.56M Buy
39,200
+85
+0.2% +$3.26K 0.39% 49
2024
Q1 		$1.48M Sell
39,115
-1,392
-3% -$47.8K 0.39% 47
2023
Q4 		$1.36M Buy
40,507
+213
+0.5% +$6.2K 0.42% 44
2023
Q3 		$1.1M Sell
40,294
-4,016
-9% -$119K 0.39% 55
2023
Q2 		$1.27M Buy
44,310
+886
+2% +$25.3K 0.41% 57
2023
Q1 		$1.24M Buy
43,424
+604
+1% +$19.9K 0.46% 57
2022
Q4 		$1.42M Buy
42,820
+2,749
+7% +$94.7K 0.56% 47
2022
Q3 		$1.21M Buy
40,071
+585
+1% +$19.6K 0.49% 50
2022
Q2 		$1.23M Buy
39,486
+3,969
+11% +$143K 0.48% 53
2022
Q1 		$1.46M Buy
35,517
+3,841
+12% +$173K 0.54% 52
2021
Q4 		$1.41M Buy
31,676
+16
+0.1% +$729 0.57% 51
2021
Q3 		$1.34M Sell
31,660
-3,318
-9% -$134K 0.77% 33
2021
Q2 		$1.35M Hold
34,978
– – 0.82% 31
2021
Q1 		$1.35M Buy
34,978
+3,905
+13% +$135K 0.85% 29
2020
Q4 		$942K Buy
+31,073
New +$833K 0.68% 39

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

Sovereign Financial Group's BAC Position: Q2 2026 in Review

Sovereign Financial Group reduced its Bank of America (BAC) stake by 3.4% in Q2 2026, selling an estimated $71.3K and leaving 37,867 shares worth $2.16M. The position accounts for 0.33% of the portfolio, ranked #53.

Sovereign Financial Group first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sovereign Financial Group held 37,867 shares of Bank of America worth $2.16M as of Q2 2026.
  • Sovereign Financial Group sold 1,340 Bank of America shares in Q2 2026, an estimated $71.3K.
  • Bank of America made up 0.33% of Sovereign Financial Group's portfolio in Q2 2026, its #53 holding.
  • Sovereign Financial Group first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.