Bank of America
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Bank of America’s Eventide Small Cap ETF ESSC Stock Holding History

Bank of America’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-88
Closed -$2.28K – 7271
2025
Q4 		$2.28K Buy
+88
New +$2.24K ﹤0.01% 6392

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

Bank of America sold out of Eventide Small Cap ETF (ESSC) in Q1 2026, closing a stake of 88 shares — an estimated $2.28K sold.

Bank of America first reported a position in ESSC in Q4 2025 and held it in 1 quarter. The position peaked at $2.28K in Q4 2025. 12 funds tracked by Wall St. Rank hold ESSC as of Q1 2026.

  • Bank of America reported no remaining Eventide Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 88 Eventide Small Cap ETF shares in Q1 2026, an estimated $2.28K.
  • Bank of America first reported a position in Eventide Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Eventide Small Cap ETF position peaked at $2.28K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q1 2026.

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