Barometer Capital Management’s Banco Macro BMA Stock Holding History

Barometer Capital Management’s Portfolio BMA Stock Details BMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83M	Buy	30,700 +3,500	+13%	+$287K	0.79%	31
2026 Q1	$2.09M	Sell	27,200 -87,570	-76%	-$7.44M	0.72%	31
2025 Q4	$6.99M	Buy	114,770 +102,199	+813%	+$7.73M	1.68%	25
2025 Q3	$529K	Buy	12,571 +3,700	+42%	+$226K	0.12%	101
2025 Q2	$619K	Buy	8,871 +900	+11%	+$74.4K	0.17%	65
2025 Q1	$602K	Buy	+7,971	New	+$745K	0.22%	41
2024 Q4	–	Sell	-7,971	Closed	-$506K	–	150
2024 Q3	$506K	Hold	7,971	–	–	0.15%	70
2024 Q2	$442K	Sell	7,971 -2,800	-26%	-$161K	0.17%	71
2024 Q1	$583K	Buy	10,771 +6,771	+169%	+$239K	0.15%	83
2023 Q4	$112K	Buy	+4,000	New	+$91.2K	0.03%	169

Other funds holding BMA

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Barometer Capital Management's BMA Position: Q2 2026 in Review

Barometer Capital Management increased its Banco Macro (BMA) stake by 13% in Q2 2026, buying an estimated $287K and bringing the position to 30,700 shares worth $2.83M. The position accounts for 0.79% of the portfolio, ranked #31.

Barometer Capital Management first reported a position in BMA in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.99M in Q4 2025. 95 funds tracked by Wall St. Rank hold BMA as of Q2 2026.

Barometer Capital Management held 30,700 shares of Banco Macro worth $2.83M as of Q2 2026.
Barometer Capital Management bought 3,500 Banco Macro shares in Q2 2026, an estimated $287K.
Banco Macro made up 0.79% of Barometer Capital Management's portfolio in Q2 2026, its #31 holding.
Barometer Capital Management first reported a position in Banco Macro in Q4 2023 and has held it in 10 quarters since.
Barometer Capital Management's Banco Macro position peaked at $6.99M in Q4 2025.
95 funds tracked by Wall St. Rank held Banco Macro as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.