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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunpointe's BAC Position: Q1 2026 in Review

Sunpointe reduced its Bank of America (BAC) stake by 2.2% in Q1 2026, selling an estimated $17.6K and leaving 15,068 shares worth $735K. The position accounts for 0.24% of the portfolio, ranked #95.

Sunpointe first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $847K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sunpointe held 15,068 shares of Bank of America worth $735K as of Q1 2026.
Sunpointe sold 341 Bank of America shares in Q1 2026, an estimated $17.6K.
Bank of America made up 0.24% of Sunpointe's portfolio in Q1 2026, its #95 holding.
Sunpointe first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Sunpointe's Bank of America position peaked at $847K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.