Sage Investment Advisers LLC
Position in BAC — Bank Of America Corp /De/
CIK 1925418
WAPPINGERS FALLS, NY
Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$318,347
+$46,274 QoQ
Shares Held
5,587
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,895
of 3,594 holders
Holding Since
Dec 2021
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, 2026Sage Investment Advisers LLC holds $5,425,433 across 4 Banks - Diversified names. BAC ranks #4 (5.9% of the industry book) .
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,347 | 5,587 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $272,073 | 5,581 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $306,900 | 5,580 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $317,400 | 7,999 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $361,986 | 9,102 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $345,830 | 9,120 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $310,504 | 9,222 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $270,623 | 9,884 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $269,112 | 9,380 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $279,078 | 9,758 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $296,490 | 8,952 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $316,798 | 10,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,152 | 10,445 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $452,884 | 10,987 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $379,989 | 8,541 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||