SageView Advisory Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1914558
NEWPORT BEACH, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,664,326
+$346,353 QoQ
Shares Held
64,309
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,132
of 3,594 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $19,932,530 across 5 Banks - Diversified names. BAC ranks #2 (18.4% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,664,326 | 64,309 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,317,973 | 68,061 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $4,203,375 | 76,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,536,257 | 87,929 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,859,703 | 81,566 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,179,241 | 76,186 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $3,075,752 | 69,983 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,864,840 | 46,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,974,739 | 49,654 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,736,469 | 45,793 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,740,334 | 51,688 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,119,841 | 40,900 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,166,018 | 40,642 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,372,856 | 48,002 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $987,174 | 29,806 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||