Curi RMB Capital’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.97M Buy
52,042
+1,358
+3% +$72.2K 0.05% 300
2026
Q1
$2.47M Buy
50,684
+7,258
+17% +$375K 0.04% 299
2025
Q4
$2.39M Sell
43,426
-31,213
-42% -$1.65M 0.04% 310
2025
Q3
$3.85M Buy
74,639
+4,759
+7% +$232K 0.07% 240
2025
Q2
$3.31M Buy
69,880
+55,463
+385% +$2.33M 0.06% 261
2025
Q1
$602K Sell
14,417
-16,506
-53% -$736K 0.01% 369
2024
Q4
$1.36M Sell
30,923
-3,288
-10% -$145K 0.03% 306
2024
Q3
$1.36M Sell
34,211
-4,352
-11% -$174K 0.03% 312
2024
Q2
$1.53M Buy
38,563
+119
+0.3% +$4.56K 0.04% 296
2024
Q1
$1.46M Sell
38,444
-56,928
-60% -$1.95M 0.03% 305
2023
Q4
$3.21M Buy
95,372
+63,600
+200% +$1.85M 0.1% 193
2023
Q3
$870K Sell
31,772
-1,479
-4% -$43.8K 0.03% 290
2023
Q2
$954K Sell
33,251
-4,752
-13% -$136K 0.03% 291
2023
Q1
$1.09M Buy
38,003
+6,828
+22% +$225K 0.04% 272
2022
Q4
$1.03M Sell
31,175
-3,139
-9% -$108K 0.04% 283
2022
Q3
$1.04M Sell
34,314
-1,003
-3% -$33.5K 0.04% 278
2022
Q2
$1.1M Buy
35,317
+4,089
+13% +$147K 0.04% 266
2022
Q1
$1.29M Buy
31,228
+4,650
+17% +$210K 0.04% 228
2021
Q4
$1.18M Buy
26,578
+512
+2% +$23.3K 0.04% 258
2021
Q3
$1.11M Hold
26,066
0.04% 268
2021
Q2
$1.07M Buy
26,066
+239
+0.9% +$9.8K 0.04% 272
2021
Q1
$999K Sell
25,827
-279
-1% -$9.63K 0.04% 265
2020
Q4
$791K Hold
26,106
0.03% 352
2020
Q3
$629K Sell
26,106
-2,363
-8% -$58.8K 0.03% 387
2020
Q2
$676K Sell
28,469
-3,161
-10% -$74.7K 0.03% 358
2020
Q1
$672K Buy
31,630
+5,122
+19% +$154K 0.03% 349
2019
Q4
$934K Sell
26,508
-7,349
-22% -$238K 0.03% 368
2019
Q3
$988K Buy
33,857
+797
+2% +$22.9K 0.03% 387
2019
Q2
$959K Sell
33,060
-19,071
-37% -$550K 0.02% 423
2019
Q1
$1.44M Sell
52,131
-4,720
-8% -$133K 0.04% 394
2018
Q4
$1.4M Buy
56,851
+2,297
+4% +$62.3K 0.04% 430
2018
Q3
$1.61M Buy
54,554
+7,433
+16% +$226K 0.04% 422
2018
Q2
$1.33M Buy
47,121
+3,652
+8% +$109K 0.03% 446
2018
Q1
$1.3M Sell
43,469
-20,441
-32% -$642K 0.03% 461
2017
Q4
$1.89M Buy
63,910
+8,782
+16% +$242K 0.05% 390
2017
Q3
$1.4M Sell
55,128
-23,221
-30% -$564K 0.04% 396
2017
Q2
$1.9M Buy
78,349
+4,854
+7% +$113K 0.05% 377
2017
Q1
$1.73M Sell
73,495
-16,251
-18% -$386K 0.07% 242
2016
Q4
$1.98M Buy
89,746
+37,100
+70% +$715K 0.11% 185
2016
Q3
$824K Sell
52,646
-2,022
-4% -$30.1K 0.04% 260
2016
Q2
$725K Buy
+54,668
New +$768K 0.04% 268
2014
Q4
Sell
-10,046
Closed -$171K 436
2014
Q3
$171K Buy
+10,046
New +$160K 0.01% 424
2014
Q2
Sell
-13,221
Closed -$227K 427
2014
Q1
$227K Buy
13,221
+798
+6% +$13.4K 0.02% 342
2013
Q4
$193K Buy
+12,423
New +$184K 0.01% 355

Other funds holding BAC

Curi RMB Capital's BAC Position: Q2 2026 in Review

Curi RMB Capital increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $72.2K and bringing the position to 52,042 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #300.

Curi RMB Capital first reported a position in BAC in Q4 2013 and has held it in 44 quarters since. The position peaked at $3.85M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Curi RMB Capital held 52,042 shares of Bank of America worth $2.97M as of Q2 2026.
  • Curi RMB Capital bought 1,358 Bank of America shares in Q2 2026, an estimated $72.2K.
  • Bank of America made up 0.05% of Curi RMB Capital's portfolio in Q2 2026, its #300 holding.
  • Curi RMB Capital first reported a position in Bank of America in Q4 2013 and has held it in 44 quarters since.
  • Curi RMB Capital's Bank of America position peaked at $3.85M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.