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

Jag 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
2024 Q1	–	Sell	-4,000	Closed	-$135K	–	138
2023 Q4	$135K	Hold	4,000	–	–	0.02%	127
2023 Q3	$110K	Buy	4,000 +800	+25%	+$23.7K	0.01%	171
2023 Q2	$91.8K	Buy	3,200 +1,200	+60%	+$34.2K	0.01%	174
2023 Q1	$57.2K	Sell	2,000 -2,000	-50%	-$66K	0.01%	174
2022 Q4	$132K	Buy	+4,000	New	+$138K	0.02%	165

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Jag Capital Management reduced its Bank of America (BAC) stake by 26% in Q2 2026, selling an estimated $138K and leaving 7,442 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #92.

Jag Capital Management first reported a position in BAC in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2013. 1,550 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Jag Capital Management held 7,442 shares of Bank of America worth $424K as of Q2 2026.
Jag Capital Management sold 2,604 Bank of America shares in Q2 2026, an estimated $138K.
Bank of America made up 0.04% of Jag Capital Management's portfolio in Q2 2026, its #92 holding.
Jag Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 21 quarters since.
Jag Capital Management's Bank of America position peaked at $10.2M in Q3 2013.
1,550 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.