BAC · News · 20260904N

Institutional Portfolio Reshaping

BANK OF AMERICA CORP /DE/ · 2026-09-04 · Importance 40 · Surprise 56 · In source text

Bank of America reduced several reported first-quarter equity positions, including Nomura Holdings by 52.2% after selling 146,395 shares, Cracker Barrel by 82.6% after selling 158,090 shares, InMode after selling 236,577 shares, and Suzano by 82.2% after selling 1.13 million shares. The bank also cut Granite Ridge Resources by 87.6% after selling more than one million shares and Nano Nuclear Energy after selling 826,600 shares. Offsetting purchases included a 896.4% increase in Hyperliquid Strategies to 238,080 shares valued at $1.21 million, a 349.6% increase in Energy Vault Holdings to 665,546 shares valued at $2.2 million, and a 345.9% increase in Paysign to 130,930 shares valued at $772,000. Other reported increases included a 235.3% increase in Natural Grocers to 64,605 shares valued at $1.67 million, an 83.8% increase in Horizon Bancorp to 141,340 shares valued at $2.34 million, and a 55.2% increase in Absci to 487,193 shares valued at $1.46 million.

Key facts

• Bank of America Corp DE increased its Claritev position by 58,133 shares (a 146.6% increase), bringing its total to 97,795 shares valued at $1.598 million. source
• Bank of America Corp DE significantly increased its stake in Natural Grocers by Vitamin Cottage, Inc. (NGVC) during the first quarter by 235.3%, acquiring 45,338 additional shares to bring its total holdings to 64,605 shares, valued at approximately $1.67 million. source
• Bank of America Corp DE significantly increased its stake in Absci Corporation (NASDAQ:ABSI) by 55.2% in the first quarter, now holding 487,193 shares valued at approximately $1.46 million. source
• On September 3, 2026, Merrill Lynch International (a Bank of America subsidiary) conducted purchases and sales that resulted in a net divestment of 1,617,771 shares of Manas Enerji, lowering Bank of America's indirect ownership from 5.329% to 4.840%. source
• Concurrent Investment Advisors LLC increased its stake in Bank of America by 6.8% in Q2 to 892,594 shares valued at $50.86 million. source
• Bank of America Corp DE acquired 45,338 additional shares of Natural Grocers by Vitamin Cottage, Inc., bringing its total holdings to 64,605 shares valued at approximately $1.67 million. source

Impact estimates