Stonebridge Financial Group (Pennsylvania)’s Bank of America BAC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$422K	Sell	7,405 -233	-3%	-$12.4K	0.03%	197
2026 Q1	$372K	Buy	7,638 +1,761	+30%	+$90.9K	0.03%	193
2025 Q4	$323K	Buy	5,877 +514	+10%	+$27.2K	0.03%	199
2025 Q3	$277K	Buy	5,363 +216	+4%	+$10.5K	0.02%	202
2025 Q2	$244K	Buy	5,147 +50	+1%	+$2.1K	0.02%	213
2025 Q1	$213K	Sell	5,097 -128	-2%	-$5.7K	0.02%	212
2024 Q4	$230K	Buy	+5,225	New	+$230K	0.03%	215

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BAC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $12.4K and leaving 7,405 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #197.

Stonebridge Financial Group (Pennsylvania) first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,124 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 7,405 shares of Bank of America worth $422K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 233 Bank of America shares in Q2 2026, an estimated $12.4K.
Bank of America made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #197 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
3,124 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.