Rheos Capital Works’s Bank of America BAC Stock Holding History

Rheos Capital Works’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	$45.6M	Buy	800,000 +300,000	+60%	+$16M	2.6%	6
2026 Q1	$24.4M	Buy	+500,000	New	+$25.8M	1.63%	25
2025 Q1	–	Sell	-250,000	Closed	-$11M	–	72
2024 Q4	$11M	Buy	+250,000	New	+$11M	0.61%	57

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

Rheos Capital Works's BAC Position: Q2 2026 in Review

Rheos Capital Works increased its Bank of America (BAC) stake by 60% in Q2 2026, buying an estimated $16M and bringing the position to 800,000 shares worth $45.6M. The position accounts for 2.6% of the portfolio, ranked #6.

Rheos Capital Works first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Rheos Capital Works held 800,000 shares of Bank of America worth $45.6M as of Q2 2026.
Rheos Capital Works bought 300,000 Bank of America shares in Q2 2026, an estimated $16M.
Bank of America made up 2.6% of Rheos Capital Works's portfolio in Q2 2026, its #6 holding.
Rheos Capital Works first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.