SageGuard Financial Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1861378
GOODLETTSVILLE, TN
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,837
+$41,746 QoQ
Shares Held
4,332
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,122
of 3,594 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SageGuard Financial Group, LLC holds $5,536,472 across 3 Banks - Diversified names. BAC ranks #3 (4.5% of the industry book) .
All Filings in BAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,837 | 4,332 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $205,091 | 4,207 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $231,825 | 4,215 | Shares | Sole | 2026-01-27 | |
| 2021-06-30 | $346,208 | 8,397 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $476,119 | 12,306 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $271,941 | 8,972 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||