Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$763,987
+$310,076 QoQ
Shares Held
13,408
+44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,144
of 3,594 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sagewood Asset Management LP holds $10,532,199 across 5 Banks - Diversified names. BAC ranks #2 (7.3% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,987 | 13,408 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $453,911 | 9,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $484,660 | 8,812 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||