Rose Capital Advisors LLC’s Bank of America BAC Stock Holding History

Rose Capital Advisors LLC’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	$7.48M	Buy	+131,295	New	+$6.98M	3.75%	6

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rose Capital Advisors LLC's BAC Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Bank of America (BAC) in Q2 2026: 131,295 shares worth $7.48M. The stake represents 3.75% of the portfolio and ranks #6 among its holdings.

2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Rose Capital Advisors LLC held 131,295 shares of Bank of America worth $7.48M as of Q2 2026.
Bank of America was a new Rose Capital Advisors LLC position in Q2 2026.
Bank of America made up 3.75% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #6 holding.
2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.