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Stonebridge Financial Group, LLC/CA’s Bank of America BAC Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$851K Buy
+14,948
New +$795K 0.12% 120

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VPM
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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's BAC Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Bank of America (BAC) in Q2 2026: 14,948 shares worth $851K. The stake represents 0.12% of the portfolio and ranks #120 among its holdings.

3,108 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 14,948 shares of Bank of America worth $851K as of Q2 2026.
  • Bank of America was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Bank of America made up 0.12% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #120 holding.
  • 3,108 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.