Bank of America
SBAR

Bank of America’s Simplify Barrier Income ETF SBAR Stock Holding History

Bank of America’s Portfolio SBAR Stock Details SBAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.8M Buy
2,724,981
+1,774,981
+187% +$45.1M ﹤0.01% 1451
2026
Q1 		$23.3M Hold
950,000
– – ﹤0.01% 2260
2025
Q4 		$24.9M Buy
+950,000
New +$24.8M ﹤0.01% 2103

Other funds holding SBAR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Bank of America's SBAR Position: Q2 2026 in Review

Bank of America increased its Simplify Barrier Income ETF (SBAR) stake by 187% in Q2 2026, buying an estimated $45.1M and bringing the position to 2,724,981 shares worth $69.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Bank of America first reported a position in SBAR in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Bank of America held 2,724,981 shares of Simplify Barrier Income ETF worth $69.8M as of Q2 2026.
  • Bank of America bought 1,774,981 Simplify Barrier Income ETF shares in Q2 2026, an estimated $45.1M.
  • Simplify Barrier Income ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1451 holding.
  • Bank of America first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.