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

BluePath 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	$1.43M	Buy	25,130 +986	+4%	+$52.4K	0.78%	35
2026 Q1	$1.18M	Buy	24,144 +6	+0%	+$310	0.81%	39
2025 Q4	$1.33M	Buy	24,138 +2,000	+9%	+$106K	0.9%	27
2025 Q3	$1.14M	Buy	22,138 +2,815	+15%	+$137K	0.84%	41
2025 Q2	$914K	Buy	19,323 +640	+3%	+$26.9K	0.8%	46
2025 Q1	$780K	Sell	18,683 -7,436	-28%	-$331K	0.81%	35
2024 Q4	$1.18M	Buy	26,119 +4,391	+20%	+$193K	0.63%	39
2024 Q3	$862K	Buy	21,728 +3,187	+17%	+$128K	0.53%	49
2024 Q2	$737K	Buy	18,541 +5,281	+40%	+$202K	0.52%	51
2024 Q1	$503K	Buy	13,260 +2,025	+18%	+$69.5K	0.38%	68
2023 Q4	$377K	Buy	11,235 +3,201	+40%	+$93.2K	0.32%	73
2023 Q3	$220K	Buy	+8,034	New	+$238K	0.2%	90

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAIS

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BluePath Capital Management increased its Bank of America (BAC) stake by 4.1% in Q2 2026, buying an estimated $52.4K and bringing the position to 25,130 shares worth $1.43M. The position accounts for 0.78% of the portfolio, ranked #35.

BluePath Capital Management first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

BluePath Capital Management held 25,130 shares of Bank of America worth $1.43M as of Q2 2026.
BluePath Capital Management bought 986 Bank of America shares in Q2 2026, an estimated $52.4K.
Bank of America made up 0.78% of BluePath Capital Management's portfolio in Q2 2026, its #35 holding.
BluePath Capital Management first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.