SFG
BAC icon

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

Stonebridge 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 		$851K Buy
+14,948
New +$795K 0.12% 120

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in Bank of America (BAC) in Q2 2026: 14,948 shares worth $851K. The stake represents 0.12% of the portfolio and ranks #120 among its holdings.

3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stonebridge Financial Group held 14,948 shares of Bank of America worth $851K as of Q2 2026.
  • Bank of America was a new Stonebridge Financial Group position in Q2 2026.
  • Bank of America made up 0.12% of Stonebridge Financial Group's portfolio in Q2 2026, its #120 holding.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.