Bank of America
PHEQ

Bank of America’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Bank of America’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375K Buy
+11,744
New +$381K ﹤0.01% 5046

Other funds holding PHEQ

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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q1 2026: 11,744 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #5046 among its holdings.

18 funds tracked by Wall St. Rank hold PHEQ as of Q1 2026.

  • Bank of America held 11,744 shares of Parametric Hedged Equity ETF worth $375K as of Q1 2026.
  • Parametric Hedged Equity ETF was a new Bank of America position in Q1 2026.
  • Parametric Hedged Equity ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5046 holding.
  • 18 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q1 2026.

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