Bank of America
FLXR

Bank of America’s TCW Flexible Income ETF FLXR Stock Holding History

Bank of America’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244M Buy
6,207,962
+1,409,031
+29% +$55.7M 0.02% 639
2025
Q4 		$190M Buy
4,798,931
+996,731
+26% +$39.6M 0.01% 764
2025
Q3 		$151M Buy
3,802,200
+1,207,550
+47% +$47.8M 0.01% 950
2025
Q2 		$102M Buy
2,594,650
+1,523,535
+142% +$59.5M 0.01% 1138
2025
Q1 		$42M Buy
1,071,115
+1,013,067
+1,745% +$39.4M ﹤0.01% 1741
2024
Q4 		$2.25M Buy
+58,048
New +$2.26M ﹤0.01% 4349

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Bank of America increased its TCW Flexible Income ETF (FLXR) stake by 29% in Q1 2026, buying an estimated $55.7M and bringing the position to 6,207,962 shares worth $244M. The position accounts for 0.02% of the portfolio, ranked #639.

Bank of America first reported a position in FLXR in Q4 2024 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Bank of America held 6,207,962 shares of TCW Flexible Income ETF worth $244M as of Q1 2026.
  • Bank of America bought 1,409,031 TCW Flexible Income ETF shares in Q1 2026, an estimated $55.7M.
  • TCW Flexible Income ETF made up 0.02% of Bank of America's portfolio in Q1 2026, its #639 holding.
  • Bank of America first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

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