Bank of America’s ProShares Short S&P500 SH Stock Holding History

Bank of America’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$11.1K	–	8214
2025 Q3	$11.1K	Hold	300	–	–	﹤0.01%	7183
2025 Q2	$11.9K	Hold	300	–	–	﹤0.01%	7154
2025 Q1	$13.4K	Hold	300	–	–	﹤0.01%	7061
2024 Q4	$12.7K	Buy	+300	New	+$12.8K	﹤0.01%	6930
2023 Q2	–	Sell	-275	Closed	-$16.5K	–	7917
2023 Q1	$16.5K	Buy	+275	New	+$17K	﹤0.01%	6807
2015 Q1	–	Sell	-188	Closed	-$33K	–	7495
2014 Q4	$33K	Buy	188 +63	+50%	+$11.3K	﹤0.01%	6558
2014 Q3	$23K	Buy	+125	New	+$23.1K	﹤0.01%	6967
2014 Q1	–	Sell	-238	Closed	-$48K	–	8039
2013 Q4	$48K	Sell	238 -200	-46%	-$42.4K	﹤0.01%	6585
2013 Q3	$98K	Sell	438 -12	-3%	-$2.71K	﹤0.01%	5986
2013 Q2	$107K	Buy	+450	New	+$107K	﹤0.01%	6125

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Bank of America increased its ProShares Short S&P500 (SH) stake by 5,420% in Q1 2026, buying an estimated $246K and bringing the position to 6,900 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #5215.

Bank of America first reported a position in SH in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.78M in Q4 2013. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

Bank of America held 6,900 shares of ProShares Short S&P500 worth $262K as of Q1 2026.
Bank of America bought 6,775 ProShares Short S&P500 shares in Q1 2026, an estimated $246K.
ProShares Short S&P500 made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5215 holding.
Bank of America first reported a position in ProShares Short S&P500 in Q2 2013 and has held it in 37 quarters since.
Bank of America's ProShares Short S&P500 position peaked at $3.78M in Q4 2013.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

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