Adapt Investment Managers’s Bank of America BAC Stock Holding History

Adapt Investment Managers’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	$28.5M	Hold	500,000	–	–	0.23%	63
2026 Q1	$24.4M	Sell	500,000 -850,000	-63%	-$43.9M	0.32%	57
2025 Q4	$74.3M	Buy	1,350,000 +750,000	+125%	+$39.6M	0.55%	30
2025 Q3	$31M	Sell	600,000 -1,450,000	-71%	-$70.7M	0.29%	51
2025 Q2	$97M	Buy	2,050,000 +1,300,000	+173%	+$54.7M	1.22%	17
2025 Q1	$31.3M	Sell	750,000 -1,050,000	-58%	-$46.8M	1.07%	30
2024 Q4	$79.8M	Buy	+1,800,000	New	+$79.2M	2.06%	9

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Adapt Investment Managers's BAC Position: Q2 2026 in Review

Adapt Investment Managers sold out of Bank of America (BAC) in Q2 2026, closing a stake of 80,759 shares — an estimated $4.3M sold.

Adapt Investment Managers first reported a position in BAC in Q4 2024 and held it in 4 quarters. The position peaked at $8.23M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Adapt Investment Managers reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Adapt Investment Managers sold 80,759 Bank of America shares in Q2 2026, an estimated $4.3M.
Adapt Investment Managers first reported a position in Bank of America in Q4 2024 and held it in 4 quarters.
Adapt Investment Managers's Bank of America position peaked at $8.23M in Q4 2024.
1,285 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.