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
-228
Closed -$76 – 6000
2025
Q4 		$76 Buy
228
+26
+13% +$15 ﹤0.01% 6874
2025
Q3 		$149 Sell
202
-3
-1% -$3 ﹤0.01% 7780
2025
Q2 		$220 Buy
205
+67
+49% +$71 ﹤0.01% 7826
2025
Q1 		$124 Buy
138
+20
+17% +$28 ﹤0.01% 7794
2024
Q4 		$215 Buy
118
+7
+6% +$11 ﹤0.01% 7573
2024
Q3 		$187 Sell
111
-55
-33% -$114 ﹤0.01% 7584
2024
Q2 		$335 Sell
166
-729
-81% -$2.4K ﹤0.01% 7432
2024
Q1 		$2.19K Sell
895
-1,608
-64% -$2.76K ﹤0.01% 7119
2023
Q4 		$3.23K Buy
2,503
+683
+38% +$972 ﹤0.01% 7070
2023
Q3 		$3.29K Sell
1,820
-2,108
-54% -$11.4K ﹤0.01% 7070
2023
Q2 		$42.9K Buy
+3,928
New +$35.9K ﹤0.01% 6512
2022
Q3 		– Sell
-227,677
Closed -$2.28M – 7894
2022
Q2 		$2.28M Buy
227,677
+162,229
+248% +$1.63M ﹤0.01% 4193
2022
Q1 		$659K Sell
65,448
-10,000
-13% -$100K ﹤0.01% 5616
2021
Q4 		$753K Hold
75,448
– – ﹤0.01% 5531
2021
Q3 		$750K Hold
75,448
– – ﹤0.01% 5322
2021
Q2 		$744K Buy
75,448
+10,600
+16% +$105K ﹤0.01% 5136
2021
Q1 		$636K Buy
+64,848
New +$651K ﹤0.01% 5182

Other funds holding CXAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 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 228 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. 39 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 228 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.
  • 39 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.