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Sterling Group Wealth Management’s Bank of America BAC Stock Holding History

Sterling Group Wealth Management’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 		$203K Buy
+4,170
New +$215K 0.1% 55
2024
Q1 		– Sell
-6,238
Closed -$210K – 9
2023
Q4 		$210K Buy
+6,238
New +$182K 0.16% 51

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Group Wealth Management's BAC Position: Q1 2026 in Review

Sterling Group Wealth Management opened a new position in Bank of America (BAC) in Q1 2026: 4,170 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Sterling Group Wealth Management previously reported a position in BAC as recently as Q4 2023.

Sterling Group Wealth Management first reported a position in BAC in Q4 2023 and has held it in 2 quarters since. The position peaked at $210K in Q4 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sterling Group Wealth Management held 4,170 shares of Bank of America worth $203K as of Q1 2026.
  • Bank of America was a new Sterling Group Wealth Management position in Q1 2026.
  • Bank of America made up 0.1% of Sterling Group Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Sterling Group Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 2 quarters since.
  • Sterling Group Wealth Management's Bank of America position peaked at $210K in Q4 2023.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.