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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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 3,609 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.
  • 3,609 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.