Stonebridge Financial Group
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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
Q3 		$707K Sell
12,991
-1,957
-13% -$119K 0.09% 128
2026
Q2 		$851K Buy
+14,948
New +$795K 0.12% 120

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Stonebridge Financial Group's BAC Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Bank of America (BAC) stake by 13% in Q3 2026, selling an estimated $119K and leaving 12,991 shares worth $707K. The position accounts for 0.09% of the portfolio, ranked #128.

Stonebridge Financial Group first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $851K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Stonebridge Financial Group held 12,991 shares of Bank of America worth $707K as of Q3 2026.
  • Stonebridge Financial Group sold 1,957 Bank of America shares in Q3 2026, an estimated $119K.
  • Bank of America made up 0.09% of Stonebridge Financial Group's portfolio in Q3 2026, its #128 holding.
  • Stonebridge Financial Group first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Bank of America position peaked at $851K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.