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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rheos Capital Works's BAC Position: Q1 2026 in Review

Rheos Capital Works opened a new position in Bank of America (BAC) in Q1 2026: 500,000 shares worth $24.4M. The stake represents 1.63% of the portfolio and ranks #25 among its holdings. This is a return to the name: Rheos Capital Works previously reported a position in BAC as recently as Q4 2024.

Rheos Capital Works first reported a position in BAC in Q4 2024 and has held it in 2 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Rheos Capital Works held 500,000 shares of Bank of America worth $24.4M as of Q1 2026.
  • Bank of America was a new Rheos Capital Works position in Q1 2026.
  • Bank of America made up 1.63% of Rheos Capital Works's portfolio in Q1 2026, its #25 holding.
  • Rheos Capital Works first reported a position in Bank of America in Q4 2024 and has held it in 2 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.