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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
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 $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nearwater Capital Markets's BAC Position: Q1 2026 in Review

Nearwater Capital Markets reduced its Bank of America (BAC) stake by 99% in Q1 2026, selling an estimated $79.1M and leaving 17,000 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #82.

Nearwater Capital Markets first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $137M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Nearwater Capital Markets held 17,000 shares of Bank of America worth $829K as of Q1 2026.
  • Nearwater Capital Markets sold 1,533,000 Bank of America shares in Q1 2026, an estimated $79.1M.
  • Bank of America made up 0.02% of Nearwater Capital Markets's portfolio in Q1 2026, its #82 holding.
  • Nearwater Capital Markets first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Nearwater Capital Markets's Bank of America position peaked at $137M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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