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Nearwater Capital Markets’s Bank of America BAC Stock Holding History

Nearwater Capital Markets’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 		– Sell
-17,000
Closed -$829K – 106
2026
Q1 		$829K Sell
17,000
-1,533,000
-99% -$79.1M 0.02% 82
2025
Q4 		$85.3M Sell
1,550,000
-1,100,000
-42% -$58.1M 1.46% 18
2025
Q3 		$137M Buy
2,650,000
+900,000
+51% +$43.9M 1.83% 14
2025
Q2 		$82.8M Buy
1,750,000
+780,000
+80% +$32.8M 1.32% 18
2025
Q1 		$40.5M Sell
970,000
-940,102
-49% -$41.9M 1.15% 19
2024
Q4 		$83.9M Buy
+1,910,102
New +$84M 2.4% 9

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's BAC Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Bank of America (BAC) in Q2 2026, closing a stake of 17,000 shares — an estimated $829K sold.

Nearwater Capital Markets first reported a position in BAC in Q4 2024 and held it in 6 quarters. The position peaked at $137M in Q3 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Nearwater Capital Markets reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 17,000 Bank of America shares in Q2 2026, an estimated $829K.
  • Nearwater Capital Markets first reported a position in Bank of America in Q4 2024 and held it in 6 quarters.
  • Nearwater Capital Markets's Bank of America position peaked at $137M in Q3 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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