Bank of America
AZIO

Bank of America’s Azio AI Holdings AZIO Stock Holding History

Bank of America’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27
Closed -$9 – 6101
2025
Q4 		$9 Buy
27
+2
+8% +$2 ﹤0.01% 7206
2025
Q3 		$38 Buy
25
+8
+47% +$16 ﹤0.01% 8069
2025
Q2 		$29 Buy
17
+4
+31% +$9 ﹤0.01% 8196
2025
Q1 		$32 Buy
13
+1
+8% +$5 ﹤0.01% 8054
2024
Q4 		$144 Buy
12
+1
+9% +$16 ﹤0.01% 7660
2024
Q3 		$203 Hold
11
– – ﹤0.01% 7561
2024
Q2 		$218 Buy
+11
New +$214 ﹤0.01% 7544
2024
Q1 		– Sell
-2
Closed -$41 – 7555
2023
Q4 		$28 Buy
+2
New +$28 ﹤0.01% 7596
2023
Q3 		– Hold
0
– – – 7661
2023
Q2 		– Hold
0
– – – 7589
2023
Q1 		– Sell
-2
Closed -$66 – 7638
2022
Q4 		$38 Buy
+2
New +$61 ﹤0.01% 7851
2022
Q3 		– Hold
0
– – – 7941

Other funds holding AZIO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return