Bank of America
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Bank of America’s CXApp CXAI Stock Holding History

Bank of America’s Portfolio CXAI Stock Details CXAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$76 – 6000
2025
Q4 		$76 Buy
5
+1
+25% +$29 ﹤0.01% 6874
2025
Q3 		$149 Hold
4
– – ﹤0.01% 7780
2025
Q2 		$220 Buy
4
+1
+33% +$53 ﹤0.01% 7826
2025
Q1 		$124 Buy
3
+1
+50% +$70 ﹤0.01% 7794
2024
Q4 		$215 Hold
2
– – ﹤0.01% 7573
2024
Q3 		$187 Sell
2
-1
-33% -$104 ﹤0.01% 7584
2024
Q2 		$335 Sell
3
-15
-83% -$2.47K ﹤0.01% 7432
2024
Q1 		$2.19K Sell
18
-32
-64% -$2.75K ﹤0.01% 7119
2023
Q4 		$3.23K Buy
50
+14
+39% +$997 ﹤0.01% 7070
2023
Q3 		$3.29K Sell
36
-43
-54% -$11.6K ﹤0.01% 7070
2023
Q2 		$42.9K Buy
+79
New +$36.1K ﹤0.01% 6512
2022
Q3 		– Sell
-4,554
Closed -$2.28M – 7894
2022
Q2 		$2.28M Buy
4,554
+3,245
+248% +$1.64M ﹤0.01% 4193
2022
Q1 		$659K Sell
1,309
-200
-13% -$100K ﹤0.01% 5616
2021
Q4 		$753K Hold
1,509
– – ﹤0.01% 5531
2021
Q3 		$750K Hold
1,509
– – ﹤0.01% 5322
2021
Q2 		$744K Buy
1,509
+212
+16% +$105K ﹤0.01% 5136
2021
Q1 		$636K Buy
+1,297
New +$651K ﹤0.01% 5182

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

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

Bank of America sold out of CXApp (CXAI) in Q1 2026, closing a stake of 5 shares — an estimated $76 sold.

Bank of America first reported a position in CXAI in Q1 2021 and held it in 17 quarters. The position peaked at $2.28M in Q2 2022. 31 funds tracked by Wall St. Rank hold CXAI as of Q1 2026.

  • Bank of America reported no remaining CXApp position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 5 CXApp shares in Q1 2026, an estimated $76.
  • Bank of America first reported a position in CXApp in Q1 2021 and held it in 17 quarters.
  • Bank of America's CXApp position peaked at $2.28M in Q2 2022.
  • 31 funds tracked by Wall St. Rank held CXApp as of Q1 2026.

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