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Broadwater Capital’s Bank of America BAC Stock Holding History

Broadwater Capital’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 		$75.9K Hold
1,332
– – 0.06% 94
2026
Q1 		$73.3K Hold
1,332
– – 0.05% 93
2025
Q4 		$73.3K Hold
1,332
– – 0.05% 93
2025
Q3 		$68.7K Sell
1,332
-61,698
-98% -$3.01M 0.05% 103
2025
Q2 		$63M Buy
63,030
+61,698
+4,632% +$2.6M 0.05% 106
2025
Q1 		$55.6K Hold
1,332
– – 0.04% 109
2024
Q4 		$58.5K Hold
1,332
– – 0.04% 108
2024
Q3 		$52.9K Hold
1,332
– – 0.04% 116
2024
Q2 		$53K Hold
1,332
– – 0.04% 117
2024
Q1 		$50.5K Hold
1,332
– – 0.04% 118
2023
Q4 		$44.8K Buy
+1,332
New +$38.8K 0.04% 121

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Broadwater Capital's BAC Position: Q2 2026 in Review

Broadwater Capital held its Bank of America (BAC) position steady in Q2 2026 at 1,332 shares worth $75.9K. The position accounts for 0.06% of the portfolio, ranked #94.

Broadwater Capital first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $63M in Q2 2025. 2,069 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Broadwater Capital held 1,332 shares of Bank of America worth $75.9K as of Q2 2026.
  • Broadwater Capital left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.06% of Broadwater Capital's portfolio in Q2 2026, its #94 holding.
  • Broadwater Capital first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Bank of America position peaked at $63M in Q2 2025.
  • 2,069 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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