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Basso Capital Management’s Bank of America BAC Stock Holding History

Basso Capital 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 		$239K Buy
+4,200
New +$223K 0.05% 125
2023
Q2 		– Sell
-15,200
Closed -$435K – 93
2023
Q1 		$435K Buy
+15,200
New +$502K 0.42% 56

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Basso Capital Management's BAC Position: Q2 2026 in Review

Basso Capital Management opened a new position in Bank of America (BAC) in Q2 2026: 4,200 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: Basso Capital Management previously reported a position in BAC as recently as Q1 2023.

Basso Capital Management first reported a position in BAC in Q1 2023 and has held it in 2 quarters since. The position peaked at $435K in Q1 2023. 1,824 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Basso Capital Management held 4,200 shares of Bank of America worth $239K as of Q2 2026.
  • Bank of America was a new Basso Capital Management position in Q2 2026.
  • Bank of America made up 0.05% of Basso Capital Management's portfolio in Q2 2026, its #125 holding.
  • Basso Capital Management first reported a position in Bank of America in Q1 2023 and has held it in 2 quarters since.
  • Basso Capital Management's Bank of America position peaked at $435K in Q1 2023.
  • 1,824 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.