Ramirez Asset Management’s Bank of America BAC Stock Holding History

Ramirez Asset 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	$2.51M	Sell	44,077 -18	-0%	-$957	0.26%	102
2026 Q1	$2.15M	Sell	44,095 -177	-0.4%	-$9.13K	0.26%	100
2025 Q4	$2.43M	Hold	44,272	–	–	0.32%	102
2025 Q3	$2.28M	Buy	44,272 +675	+2%	+$32.9K	0.32%	99
2025 Q2	$2.06M	Buy	43,597 +7,733	+22%	+$325K	0.31%	96
2025 Q1	$1.5M	Sell	35,864 -6,166	-15%	-$275K	0.31%	92
2024 Q4	$1.85M	Hold	42,030	–	–	0.37%	79
2024 Q3	$1.67M	Hold	42,030	–	–	0.32%	87
2024 Q2	$1.67M	Hold	42,030	–	–	0.34%	87
2024 Q1	$1.59M	Sell	42,030 -1,931	-4%	-$66.3K	0.32%	100
2023 Q4	$1.48M	Hold	43,961	–	–	0.3%	101
2023 Q3	$1.2M	Buy	+43,961	New	+$1.3M	0.26%	112

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ramirez Asset Management's BAC Position: Q2 2026 in Review

Ramirez Asset Management reduced its Bank of America (BAC) stake by 0.04% in Q2 2026, selling an estimated $957 and leaving 44,077 shares worth $2.51M. The position accounts for 0.26% of the portfolio, ranked #102.

Ramirez Asset Management first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Ramirez Asset Management held 44,077 shares of Bank of America worth $2.51M as of Q2 2026.
Ramirez Asset Management sold 18 Bank of America shares in Q2 2026, an estimated $957.
Bank of America made up 0.26% of Ramirez Asset Management's portfolio in Q2 2026, its #102 holding.
Ramirez Asset Management first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.