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Novem Group’s Bank of America BAC Stock Holding History

Novem Group’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 		$384K Sell
6,731
-587
-8% -$31.2K 0.04% 316
2026
Q1 		$357K Sell
7,318
-2,458
-25% -$127K 0.04% 315
2025
Q4 		$538K Buy
9,776
+172
+2% +$9.09K 0.06% 253
2025
Q3 		$495K Sell
9,604
-390
-4% -$19K 0.06% 266
2025
Q2 		$473K Buy
9,994
+440
+5% +$18.5K 0.06% 262
2025
Q1 		$399K Buy
9,554
+1,833
+24% +$81.7K 0.06% 254
2024
Q4 		$339K Buy
+7,721
New +$340K 0.05% 269

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 $3.37T AUM 44.26% 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

Novem Group's BAC Position: Q2 2026 in Review

Novem Group reduced its Bank of America (BAC) stake by 8% in Q2 2026, selling an estimated $31.2K and leaving 6,731 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #316.

Novem Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Novem Group held 6,731 shares of Bank of America worth $384K as of Q2 2026.
  • Novem Group sold 587 Bank of America shares in Q2 2026, an estimated $31.2K.
  • Bank of America made up 0.04% of Novem Group's portfolio in Q2 2026, its #316 holding.
  • Novem Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Bank of America position peaked at $538K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.