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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
Q2 		– Sell
-4,170
Closed -$203K – 64
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 $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

Sterling Group Wealth Management's BAC Position: Q2 2026 in Review

Sterling Group Wealth Management sold out of Bank of America (BAC) in Q2 2026, closing a stake of 4,170 shares — an estimated $203K sold.

Sterling Group Wealth Management first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q4 2023. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sterling Group Wealth Management reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Sterling Group Wealth Management sold 4,170 Bank of America shares in Q2 2026, an estimated $203K.
  • Sterling Group Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Sterling Group Wealth Management's Bank of America position peaked at $210K in Q4 2023.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.