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Sunbeam Capital Management’s Bank of America BAC Stock Holding History

Sunbeam Capital 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 		$449K Buy
7,885
+913
+13% +$48.6K 0.21% 80
2026
Q1 		$340K Sell
6,972
-164
-2% -$8.46K 0.19% 77
2025
Q4 		$393K Buy
7,136
+189
+3% +$9.99K 0.23% 70
2025
Q3 		$358K Buy
6,947
+471
+7% +$23K 0.22% 69
2025
Q2 		$306K Buy
6,476
+439
+7% +$18.5K 0.23% 68
2025
Q1 		$252K Buy
6,037
+11
+0.2% +$490 0.24% 70
2024
Q4 		$265K Buy
+6,026
New +$265K 0.25% 70

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sunbeam Capital Management's BAC Position: Q2 2026 in Review

Sunbeam Capital Management increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $48.6K and bringing the position to 7,885 shares worth $449K. The position accounts for 0.21% of the portfolio, ranked #80.

Sunbeam Capital Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sunbeam Capital Management held 7,885 shares of Bank of America worth $449K as of Q2 2026.
  • Sunbeam Capital Management bought 913 Bank of America shares in Q2 2026, an estimated $48.6K.
  • Bank of America made up 0.21% of Sunbeam Capital Management's portfolio in Q2 2026, its #80 holding.
  • Sunbeam Capital Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.