Bank of America
MKTW icon

Bank of America’s MarketWise MKTW Stock Holding History

Bank of America’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,567
Closed -$38.6K – 6441
2025
Q4 		$38.6K Buy
2,567
+677
+36% +$10.6K ﹤0.01% 5911
2025
Q3 		$31.2K Sell
1,890
-682
-27% -$12.5K ﹤0.01% 6970
2025
Q2 		$50.9K Buy
2,572
+1,544
+150% +$23.7K ﹤0.01% 6804
2025
Q1 		$10.1K Sell
1,028
-1,071
-51% -$12.8K ﹤0.01% 7110
2024
Q4 		$23.8K Buy
2,099
+729
+53% +$8.14K ﹤0.01% 6814
2024
Q3 		$18.3K Buy
1,370
+31
+2% +$569 ﹤0.01% 6763
2024
Q2 		$31.1K Buy
1,339
+431
+47% +$12.7K ﹤0.01% 6635
2024
Q1 		$31.4K Sell
908
-1,002
-52% -$42.5K ﹤0.01% 6650
2023
Q4 		$104K Buy
1,910
+500
+35% +$24.4K ﹤0.01% 6360
2023
Q3 		$45.1K Buy
1,410
+1,001
+245% +$33.9K ﹤0.01% 6527
2023
Q2 		$16.3K Buy
409
+1
+0.2% +$39 ﹤0.01% 6754
2023
Q1 		$15.1K Sell
408
-40
-9% -$1.61K ﹤0.01% 6832
2022
Q4 		$15K Buy
448
+34
+8% +$1.48K ﹤0.01% 6827
2022
Q3 		$19K Buy
414
+73
+21% +$4.3K ﹤0.01% 7054
2022
Q2 		$25K Buy
341
+202
+145% +$14K ﹤0.01% 7111
2022
Q1 		$13K Buy
139
+84
+153% +$9.15K ﹤0.01% 7662
2021
Q4 		$8K Buy
55
+41
+293% +$5.83K ﹤0.01% 7739
2021
Q3 		$2K Sell
14
-30,486
-100% -$5.93M ﹤0.01% 7893
2021
Q2 		$6.07M Hold
30,500
– – ﹤0.01% 3345
2021
Q1 		$6.04M Buy
+30,500
New +$6.32M ﹤0.01% 3212

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

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

Bank of America sold out of MarketWise (MKTW) in Q1 2026, closing a stake of 2,567 shares — an estimated $38.6K sold.

Bank of America first reported a position in MKTW in Q1 2021 and held it in 20 quarters. The position peaked at $6.07M in Q2 2021. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Bank of America reported no remaining MarketWise position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 2,567 MarketWise shares in Q1 2026, an estimated $38.6K.
  • Bank of America first reported a position in MarketWise in Q1 2021 and held it in 20 quarters.
  • Bank of America's MarketWise position peaked at $6.07M in Q2 2021.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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