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Optima Capital’s Bank of America BAC Stock Holding History

Optima 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 		$216K Buy
+3,787
New +$201K 0.09% 154
2026
Q1 		– Sell
-3,744
Closed -$206K – 262
2025
Q4 		$206K Buy
+3,744
New +$198K 0.09% 154

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Optima Capital's BAC Position: Q2 2026 in Review

Optima Capital opened a new position in Bank of America (BAC) in Q2 2026: 3,787 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Optima Capital previously reported a position in BAC as recently as Q4 2025.

Optima Capital first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 1,189 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Optima Capital held 3,787 shares of Bank of America worth $216K as of Q2 2026.
  • Bank of America was a new Optima Capital position in Q2 2026.
  • Bank of America made up 0.09% of Optima Capital's portfolio in Q2 2026, its #154 holding.
  • Optima Capital first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.