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JM2 Capital’s Bank of America BAC Stock Holding History

JM2 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 		$457K Sell
8,024
-130
-2% -$6.91K 0.31% 74
2026
Q1 		$398K Hold
8,154
– – 0.33% 74
2025
Q4 		$448K Buy
+8,154
New +$431K 0.36% 72

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JM2 Capital's BAC Position: Q2 2026 in Review

JM2 Capital reduced its Bank of America (BAC) stake by 1.6% in Q2 2026, selling an estimated $6.91K and leaving 8,024 shares worth $457K. The position accounts for 0.31% of the portfolio, ranked #74.

JM2 Capital first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 2,203 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • JM2 Capital held 8,024 shares of Bank of America worth $457K as of Q2 2026.
  • JM2 Capital sold 130 Bank of America shares in Q2 2026, an estimated $6.91K.
  • Bank of America made up 0.31% of JM2 Capital's portfolio in Q2 2026, its #74 holding.
  • JM2 Capital first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.