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

Curi RMB 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
2019
Q2 		– Sell
-418,300
Closed -$11.5M – 745
2019
Q1 		$11.5M Sell
418,300
-874,800
-68% -$24.7M 0.29% 97
2018
Q4 		$31.9M Buy
+1,293,100
New +$35.1M 0.81% 10

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's BAC Position: Q1 2026 in Review

Curi RMB Capital increased its Bank of America (BAC) stake by 17% in Q1 2026, buying an estimated $375K and bringing the position to 50,684 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #299.

Curi RMB Capital first reported a position in BAC in Q4 2013 and has held it in 43 quarters since. The position peaked at $3.85M in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Curi RMB Capital held 50,684 shares of Bank of America worth $2.47M as of Q1 2026.
  • Curi RMB Capital bought 7,258 Bank of America shares in Q1 2026, an estimated $375K.
  • Bank of America made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #299 holding.
  • Curi RMB Capital first reported a position in Bank of America in Q4 2013 and has held it in 43 quarters since.
  • Curi RMB Capital's Bank of America position peaked at $3.85M in Q3 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.