Bank of America
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Bank of America’s MSCI MSCI Stock Holding History

Bank of America’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,300
Closed -$4.84M – 8324
2024
Q3 		$4.84M Hold
8,300
– – ﹤0.01% 3761
2024
Q2 		$4M Hold
8,300
– – ﹤0.01% 3833
2024
Q1 		$4.65M Hold
8,300
– – ﹤0.01% 3681
2023
Q4 		$4.69M Buy
+8,300
New +$4.28M ﹤0.01% 3602

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Bank of America reduced its MSCI (MSCI) stake by 10% in Q1 2026, selling an estimated $23.8M and leaving 369,560 shares worth $199M. The position accounts for 0.01% of the portfolio, ranked #739.

Bank of America first reported a position in MSCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $480M in Q3 2021. 1,061 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Bank of America held 369,560 shares of MSCI worth $199M as of Q1 2026.
  • Bank of America sold 42,256 MSCI shares in Q1 2026, an estimated $23.8M.
  • MSCI made up 0.01% of Bank of America's portfolio in Q1 2026, its #739 holding.
  • Bank of America first reported a position in MSCI in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's MSCI position peaked at $480M in Q3 2021.
  • 1,061 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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