Bank of America
STXF

Bank of America’s Strive 500 ETF STXF Stock Holding History

Bank of America’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.78M Sell
113,937
-11,742
-9% -$515K ﹤0.01% 3509
2025
Q4 		$5.54M Sell
125,679
-1,313
-1% -$57.4K ﹤0.01% 3311
2025
Q3 		$5.49M Buy
126,992
+879
+0.7% +$36.5K ﹤0.01% 3905
2025
Q2 		$5.05M Buy
126,113
+56
+0% +$2.07K ﹤0.01% 3887
2025
Q1 		$4.55M Sell
126,057
-4,020
-3% -$153K ﹤0.01% 3904
2024
Q4 		$4.92M Buy
130,077
+8,953
+7% +$340K ﹤0.01% 3609
2024
Q3 		$4.46M Buy
121,124
+1,671
+1% +$59.3K ﹤0.01% 3839
2024
Q2 		$4.18M Buy
119,453
+45,035
+61% +$1.52M ﹤0.01% 3788
2024
Q1 		$2.5M Buy
74,418
+3,449
+5% +$111K ﹤0.01% 4272
2023
Q4 		$2.17M Sell
70,969
-5,532
-7% -$158K ﹤0.01% 4326
2023
Q3 		$2.1M Buy
76,501
+20,361
+36% +$580K ﹤0.01% 4201
2023
Q2 		$1.59M Buy
56,140
+56,075
+86,269% +$1.5M ﹤0.01% 4409
2023
Q1 		$1.7K Buy
+65
New +$1.65K ﹤0.01% 7245

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America reduced its Strive 500 ETF (STXF) stake by 9.3% in Q1 2026, selling an estimated $515K and leaving 113,937 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

Bank of America first reported a position in STXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.54M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Bank of America held 113,937 shares of Strive 500 ETF worth $4.78M as of Q1 2026.
  • Bank of America sold 11,742 Strive 500 ETF shares in Q1 2026, an estimated $515K.
  • Strive 500 ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3509 holding.
  • Bank of America first reported a position in Strive 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Bank of America's Strive 500 ETF position peaked at $5.54M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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