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Sunpointe’s Bank of America BAC Stock Holding History

Sunpointe’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 		$1.73M Buy
30,312
+15,244
+101% +$811K 0.49% 45
2026
Q1 		$735K Sell
15,068
-341
-2% -$17.6K 0.24% 95
2025
Q4 		$847K Buy
15,409
+1,304
+9% +$68.9K 0.28% 73
2025
Q3 		$728K Sell
14,105
-400
-3% -$19.5K 0.26% 90
2025
Q2 		$686K Buy
14,505
+707
+5% +$29.7K 0.27% 82
2025
Q1 		$576K Sell
13,798
-742
-5% -$33.1K 0.31% 71
2024
Q4 		$639K Buy
14,540
+2,453
+20% +$108K 0.32% 69
2024
Q3 		$480K Buy
12,087
+107
+0.9% +$4.29K 0.39% 63
2024
Q2 		$476K Buy
11,980
+910
+8% +$34.9K 0.31% 65
2024
Q1 		$420K Buy
11,070
+387
+4% +$13.3K 0.47% 62
2023
Q4 		$360K Buy
+10,683
New +$311K 0.46% 71

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

Sunpointe's BAC Position: Q2 2026 in Review

Sunpointe increased its Bank of America (BAC) stake by 101% in Q2 2026, buying an estimated $811K and bringing the position to 30,312 shares worth $1.73M. The position accounts for 0.49% of the portfolio, ranked #45.

Sunpointe first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sunpointe held 30,312 shares of Bank of America worth $1.73M as of Q2 2026.
  • Sunpointe bought 15,244 Bank of America shares in Q2 2026, an estimated $811K.
  • Bank of America made up 0.49% of Sunpointe's portfolio in Q2 2026, its #45 holding.
  • Sunpointe first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.