Bank of America
FOXY

Bank of America’s Simplify Currency Strategy ETF FOXY Stock Holding History

Bank of America’s Portfolio FOXY Stock Details FOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.07M Buy
276,000
+225,000
+441% +$6.51M ﹤0.01% 3122
2025
Q4 		$1.39M Hold
51,000
– – ﹤0.01% 4326
2025
Q3 		$1.41M Buy
51,000
+1,000
+2% +$26.8K ﹤0.01% 5100
2025
Q2 		$1.3M Hold
50,000
– – ﹤0.01% 5108
2025
Q1 		$1.35M Buy
+50,000
New +$1.3M ﹤0.01% 5007

Other funds holding FOXY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

Bank of America increased its Simplify Currency Strategy ETF (FOXY) stake by 441% in Q1 2026, buying an estimated $6.51M and bringing the position to 276,000 shares worth $8.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Bank of America first reported a position in FOXY in Q1 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

  • Bank of America held 276,000 shares of Simplify Currency Strategy ETF worth $8.07M as of Q1 2026.
  • Bank of America bought 225,000 Simplify Currency Strategy ETF shares in Q1 2026, an estimated $6.51M.
  • Simplify Currency Strategy ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3122 holding.
  • Bank of America first reported a position in Simplify Currency Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

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