SCP
BAC icon

Sivia Capital Partners’s Bank of America BAC Stock Holding History

Sivia Capital Partners’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 		$2.1M Buy
36,831
+29,981
+438% +$1.59M 0.26% 83
2026
Q1 		$334K Sell
6,850
-22,916
-77% -$1.18M 0.06% 335
2025
Q4 		$1.64M Buy
29,766
+6,904
+30% +$365K 0.33% 49
2025
Q3 		$1.18M Buy
22,862
+1,461
+7% +$71.3K 0.33% 45
2025
Q2 		$1.01M Buy
21,401
+6,174
+41% +$260K 0.34% 33
2025
Q1 		$635K Buy
15,227
+1,230
+9% +$54.8K 0.3% 46
2024
Q4 		$615K Sell
13,997
-104
-0.7% -$4.58K 0.31% 40
2024
Q3 		$560K Sell
14,101
-395
-3% -$15.8K 0.33% 49
2024
Q2 		$577K Sell
14,496
-2,121
-13% -$81.3K 0.39% 40
2024
Q1 		$630K Buy
16,617
+1,295
+8% +$44.5K 0.43% 37
2023
Q4 		$517K Buy
+15,322
New +$446K 0.39% 43

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Sivia Capital Partners's BAC Position: Q2 2026 in Review

Sivia Capital Partners increased its Bank of America (BAC) stake by 438% in Q2 2026, buying an estimated $1.59M and bringing the position to 36,831 shares worth $2.1M. The position accounts for 0.26% of the portfolio, ranked #83.

Sivia Capital Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sivia Capital Partners held 36,831 shares of Bank of America worth $2.1M as of Q2 2026.
  • Sivia Capital Partners bought 29,981 Bank of America shares in Q2 2026, an estimated $1.59M.
  • Bank of America made up 0.26% of Sivia Capital Partners's portfolio in Q2 2026, its #83 holding.
  • Sivia Capital Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.