Bank of America
HQY icon

Bank of America’s HealthEquity HQY Stock Holding History

Bank of America’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-71,600
Closed -$3.68M – 7195
2020
Q3 		$3.68M Hold
71,600
– – ﹤0.01% 3190
2020
Q2 		$4.2M Buy
71,600
+12,500
+21% +$691K ﹤0.01% 2992
2020
Q1 		$2.99M Buy
+59,100
New +$3.92M ﹤0.01% 3159

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of America increased its HealthEquity (HQY) stake by 43% in Q1 2026, buying an estimated $21.4M and bringing the position to 862,008 shares worth $72M. The position accounts for 0.01% of the portfolio, ranked #1350.

Bank of America first reported a position in HQY in Q4 2014 and has held it in 46 quarters since. The position peaked at $74.2M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Bank of America held 862,008 shares of HealthEquity worth $72M as of Q1 2026.
  • Bank of America bought 261,150 HealthEquity shares in Q1 2026, an estimated $21.4M.
  • HealthEquity made up 0.01% of Bank of America's portfolio in Q1 2026, its #1350 holding.
  • Bank of America first reported a position in HealthEquity in Q4 2014 and has held it in 46 quarters since.
  • Bank of America's HealthEquity position peaked at $74.2M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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