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

Sunburst 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 		$221K Buy
+3,874
New +$206K 0.04% 129
2024
Q2 		– Sell
-5,837
Closed -$219K – 112
2024
Q1 		$219K Sell
5,837
-222
-4% -$7.62K 0.06% 101
2023
Q4 		$204K Buy
+6,059
New +$176K 0.06% 99

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

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

Sunburst Financial Group opened a new position in Bank of America (BAC) in Q2 2026: 3,874 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings. This is a return to the name: Sunburst Financial Group previously reported a position in BAC as recently as Q1 2024.

Sunburst Financial Group first reported a position in BAC in Q4 2023 and has held it in 3 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sunburst Financial Group held 3,874 shares of Bank of America worth $221K as of Q2 2026.
  • Bank of America was a new Sunburst Financial Group position in Q2 2026.
  • Bank of America made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #129 holding.
  • Sunburst Financial Group first reported a position in Bank of America in Q4 2023 and has held it in 3 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.