Sutton Place Investors’s Bank of America BAC Stock Holding History

Sutton Place Investors’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	$529K	Sell	9,291 -10	-0.1%	-$532	0.26%	82
2026 Q1	$453K	Sell	9,301 -44	-0.5%	-$2.27K	0.25%	82
2025 Q4	$514K	Buy	9,345 +224	+2%	+$11.8K	0.28%	74
2025 Q3	$471K	Buy	9,121 +151	+2%	+$7.37K	0.27%	73
2025 Q2	$424K	Buy	8,970 +499	+6%	+$21K	0.26%	77
2025 Q1	$353K	Buy	8,471 +809	+11%	+$36K	0.24%	82
2024 Q4	$337K	Buy	7,662 +471	+7%	+$20.7K	0.2%	98
2024 Q3	$285K	Buy	7,191 +550	+8%	+$22K	0.17%	96
2024 Q2	$264K	Sell	6,641 -24,547	-79%	-$941K	0.18%	95
2024 Q1	$1.18M	Buy	31,188 +2,601	+9%	+$89.3K	0.59%	47
2023 Q4	$963K	Buy	+28,587	New	+$832K	0.7%	44

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sutton Place Investors's BAC Position: Q2 2026 in Review

Sutton Place Investors reduced its Bank of America (BAC) stake by 0.11% in Q2 2026, selling an estimated $532 and leaving 9,291 shares worth $529K. The position accounts for 0.26% of the portfolio, ranked #82.

Sutton Place Investors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2024. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sutton Place Investors held 9,291 shares of Bank of America worth $529K as of Q2 2026.
Sutton Place Investors sold 10 Bank of America shares in Q2 2026, an estimated $532.
Bank of America made up 0.26% of Sutton Place Investors's portfolio in Q2 2026, its #82 holding.
Sutton Place Investors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Sutton Place Investors's Bank of America position peaked at $1.18M in Q1 2024.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.