Bank of America
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Bank of America’s Presidio Property Trust SQFT Stock Holding History

Bank of America’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-146
Closed -$486 – 6769
2025
Q4 		$486 Sell
146
-3
-2% -$14 ﹤0.01% 6563
2025
Q3 		$794 Buy
149
+5
+3% +$30 ﹤0.01% 7523
2025
Q2 		$753 Sell
144
-2
-1% -$11 ﹤0.01% 7587
2025
Q1 		$839 Sell
146
-35
-19% -$230 ﹤0.01% 7451
2024
Q4 		$1.45K Sell
181
-55
-23% -$382 ﹤0.01% 7239
2024
Q3 		$1.69K Buy
236
+88
+59% +$602 ﹤0.01% 7149
2024
Q2 		$1.03K Buy
148
+132
+825% +$1.16K ﹤0.01% 7227
2024
Q1 		$195 Buy
16
+14
+700% +$157 ﹤0.01% 7347
2023
Q4 		$16 Buy
+2
New +$16 ﹤0.01% 7697
2023
Q1 		– Sell
-1
Closed -$12 – 8244
2022
Q4 		$12 Buy
+1
New +$11 ﹤0.01% 8060
2021
Q4 		– Sell
-651
Closed -$25K – 8610
2021
Q3 		$25K Sell
651
-449
-41% -$17.8K ﹤0.01% 7330
2021
Q2 		$43K Buy
+1,100
New +$40.1K ﹤0.01% 6903

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Bank of America sold out of Presidio Property Trust (SQFT) in Q1 2026, closing a stake of 146 shares — an estimated $486 sold.

Bank of America first reported a position in SQFT in Q2 2021 and held it in 12 quarters. The position peaked at $43K in Q2 2021. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • Bank of America reported no remaining Presidio Property Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 146 Presidio Property Trust shares in Q1 2026, an estimated $486.
  • Bank of America first reported a position in Presidio Property Trust in Q2 2021 and held it in 12 quarters.
  • Bank of America's Presidio Property Trust position peaked at $43K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

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