Alhambra Investment Management’s Bank of America BAC Stock Holding History

Alhambra Investment Management’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	$465K	Sell	8,162 -432	-5%	-$23K	0.2%	105
2026 Q1	$419K	Buy	8,594 +45	+0.5%	+$2.32K	0.19%	108
2025 Q4	$470K	Sell	8,549 -659	-7%	-$34.8K	0.22%	100
2025 Q3	$475K	Sell	9,208 -73	-0.8%	-$3.56K	0.23%	93
2025 Q2	$439K	Buy	9,281 +873	+10%	+$36.7K	0.22%	101
2025 Q1	$351K	Buy	8,408 +994	+13%	+$44.3K	0.18%	119
2024 Q4	$326K	Sell	7,414 -150	-2%	-$6.6K	0.17%	124
2024 Q3	$300K	Buy	7,564 +1,194	+19%	+$47.9K	0.16%	136
2024 Q2	$253K	Buy	6,370 +60	+1%	+$2.3K	0.14%	145
2024 Q1	$239K	Buy	6,310 +223	+4%	+$7.66K	0.13%	142
2023 Q4	$205K	Buy	+6,087	New	+$177K	0.12%	153

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Alhambra Investment Management's BAC Position: Q2 2026 in Review

Alhambra Investment Management reduced its Bank of America (BAC) stake by 5% in Q2 2026, selling an estimated $23K and leaving 8,162 shares worth $465K. The position accounts for 0.2% of the portfolio, ranked #105.

Alhambra Investment Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Alhambra Investment Management held 8,162 shares of Bank of America worth $465K as of Q2 2026.
Alhambra Investment Management sold 432 Bank of America shares in Q2 2026, an estimated $23K.
Bank of America made up 0.2% of Alhambra Investment Management's portfolio in Q2 2026, its #105 holding.
Alhambra Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Alhambra Investment Management's Bank of America position peaked at $475K in Q3 2025.
1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.