Bank of America
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Bank of America’s CaliberCos CWD Stock Holding History

Bank of America’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-115
Closed -$142 – 5998
2025
Q4 		$142 Buy
115
+108
+1,543% +$289 ﹤0.01% 6761
2025
Q3 		$31 Sell
7
-346
-98% -$1.29K ﹤0.01% 8109
2025
Q2 		$1.25K Buy
353
+348
+6,960% +$1.83K ﹤0.01% 7494
2025
Q1 		$51 Sell
5
-546
-99% -$6.78K ﹤0.01% 7980
2024
Q4 		$7.7K Hold
551
– – ﹤0.01% 7029
2024
Q3 		$6.87K Buy
551
+5
+0.9% +$66 ﹤0.01% 6957
2024
Q2 		$9.19K Hold
546
– – ﹤0.01% 6903
2024
Q1 		$10.9K Sell
546
-1
-0.2% -$24 ﹤0.01% 6869
2023
Q4 		$14.1K Buy
547
+1
+0.2% +$29 ﹤0.01% 6861
2023
Q3 		$14.9K Buy
+546
New +$18.2K ﹤0.01% 6775

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Bank of America's CWD Position: Q1 2026 in Review

Bank of America sold out of CaliberCos (CWD) in Q1 2026, closing a stake of 115 shares — an estimated $142 sold.

Bank of America first reported a position in CWD in Q3 2023 and held it in 10 quarters. The position peaked at $14.9K in Q3 2023. 16 funds tracked by Wall St. Rank hold CWD as of Q1 2026.

  • Bank of America reported no remaining CaliberCos position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 115 CaliberCos shares in Q1 2026, an estimated $142.
  • Bank of America first reported a position in CaliberCos in Q3 2023 and held it in 10 quarters.
  • Bank of America's CaliberCos position peaked at $14.9K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.