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AlTi Global’s Bank of America BAC Stock Holding History

AlTi Global’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 		$3.28M Buy
57,610
+1,852
+3% +$98.5K 0.07% 136
2026
Q1 		$2.72M Buy
55,758
+1,316
+2% +$67.9K 0.06% 137
2025
Q4 		$2.99M Sell
54,442
-956
-2% -$50.5K 0.06% 130
2025
Q3 		$2.86M Buy
55,398
+2,106
+4% +$103K 0.07% 134
2025
Q2 		$2.5M Sell
53,292
-108
-0.2% -$4.54K 0.06% 142
2025
Q1 		$2.23M Buy
53,400
+1,946
+4% +$86.7K 0.06% 131
2024
Q4 		$2.38M Buy
51,454
+3,705
+8% +$163K 0.06% 135
2024
Q3 		$1.89M Sell
47,749
-11,837
-20% -$474K 0.05% 160
2024
Q2 		$2.38M Sell
59,586
-2,114
-3% -$81K 0.06% 134
2024
Q1 		$2.33M Buy
61,700
+13,485
+28% +$463K 0.06% 132
2023
Q4 		$1.63M Buy
+48,215
New +$1.4M 0.05% 145

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AlTi Global's BAC Position: Q2 2026 in Review

AlTi Global increased its Bank of America (BAC) stake by 3.3% in Q2 2026, buying an estimated $98.5K and bringing the position to 57,610 shares worth $3.28M. The position accounts for 0.07% of the portfolio, ranked #136.

AlTi Global first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AlTi Global held 57,610 shares of Bank of America worth $3.28M as of Q2 2026.
  • AlTi Global bought 1,852 Bank of America shares in Q2 2026, an estimated $98.5K.
  • Bank of America made up 0.07% of AlTi Global's portfolio in Q2 2026, its #136 holding.
  • AlTi Global first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.