Nicholson Meyer Capital Management’s Bank of America BAC Stock Holding History

Nicholson Meyer 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
2026 Q2	$220K	Buy	+3,867	New	+$206K	0.15%	44
2026 Q1	–	Sell	-3,867	Closed	-$213K	–	44
2025 Q4	$213K	Sell	3,867 -500	-11%	-$26.4K	0.16%	42
2025 Q3	$225K	Sell	4,367 -200	-4%	-$9.76K	0.17%	41
2025 Q2	$216K	Buy	+4,567	New	+$192K	0.18%	43

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nicholson Meyer Capital Management's BAC Position: Q2 2026 in Review

Nicholson Meyer Capital Management opened a new position in Bank of America (BAC) in Q2 2026: 3,867 shares worth $220K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings. This is a return to the name: Nicholson Meyer Capital Management previously reported a position in BAC as recently as Q4 2025.

Nicholson Meyer Capital Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Nicholson Meyer Capital Management held 3,867 shares of Bank of America worth $220K as of Q2 2026.
Bank of America was a new Nicholson Meyer Capital Management position in Q2 2026.
Bank of America made up 0.15% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #44 holding.
Nicholson Meyer Capital Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
Nicholson Meyer Capital Management's Bank of America position peaked at $225K in Q3 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.