Bank of America
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Bank of America’s United-Guardian UG Stock Holding History

Bank of America’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-801
Closed -$4.93K – 6846
2025
Q4 		$4.93K Hold
801
– – ﹤0.01% 6278
2025
Q3 		$6.29K Sell
801
-26
-3% -$214 ﹤0.01% 7279
2025
Q2 		$6.62K Buy
827
+802
+3,208% +$6.64K ﹤0.01% 7260
2025
Q1 		$225 Buy
25
+1
+4% +$10 ﹤0.01% 7661
2024
Q4 		$229 Sell
24
-6
-20% -$69 ﹤0.01% 7562
2024
Q3 		$476 Buy
30
+6
+25% +$75 ﹤0.01% 7389
2024
Q2 		$215 Buy
24
+23
+2,300% +$197 ﹤0.01% 7547
2024
Q1 		$8 Hold
1
– – ﹤0.01% 7561
2023
Q4 		$7 Hold
1
– – ﹤0.01% 7828
2023
Q3 		$8 Hold
1
– – ﹤0.01% 7637
2023
Q2 		$8 Hold
1
– – ﹤0.01% 7576
2023
Q1 		$9 Sell
1
-2
-67% -$22 ﹤0.01% 7639
2022
Q4 		$31 Sell
3
-574
-99% -$6.9K ﹤0.01% 7900
2022
Q3 		$7K Buy
+577
New +$8.46K ﹤0.01% 7316
2022
Q1 		– Sell
-6
Closed -$112 – 8774
2021
Q4 		$0 Sell
6
-2
-25% -$30 ﹤0.01% 8649
2021
Q3 		$0 Sell
8
-20
-71% -$304 ﹤0.01% 8404
2021
Q2 		$0 Buy
28
+15
+115% +$232 ﹤0.01% 8101
2021
Q1 		$0 Buy
+13
New +$187 ﹤0.01% 7784
2020
Q2 		– Sell
-2,000
Closed -$29K – 7137
2020
Q1 		$29K Sell
2,000
-39
-2% -$643 ﹤0.01% 6053
2019
Q4 		$40K Sell
2,039
-29
-1% -$557 ﹤0.01% 6316
2019
Q3 		$39K Buy
2,068
+68
+3% +$1.32K ﹤0.01% 6403
2019
Q2 		$38K Hold
2,000
– – ﹤0.01% 6403
2019
Q1 		$38K Buy
+2,000
New +$39.2K ﹤0.01% 6297
2018
Q4 		– Sell
-83
Closed -$1K – 7392
2018
Q3 		$1K Buy
83
+81
+4,050% +$1.49K ﹤0.01% 7158
2018
Q2 		$0 Buy
+2
New +$37 ﹤0.01% 7330
2017
Q4 		– Sell
-2
Closed – – 7265
2017
Q3 		$0 Buy
+2
New +$33 ﹤0.01% 7277
2016
Q4 		– Sell
-114
Closed -$2K – 7322
2016
Q3 		$2K Buy
+114
New +$1.72K ﹤0.01% 6846
2014
Q4 		– Sell
-700
Closed -$16K – 7972
2014
Q3 		$16K Sell
700
-500
-42% -$12.5K ﹤0.01% 7152
2014
Q2 		$34K Hold
1,200
– – ﹤0.01% 6904
2014
Q1 		$36K Sell
1,200
-9
-0.7% -$253 ﹤0.01% 6611
2013
Q4 		$33K Buy
1,209
+9
+0.8% +$233 ﹤0.01% 6808
2013
Q3 		$31K Sell
1,200
-235
-16% -$6.19K ﹤0.01% 6683
2013
Q2 		$34K Buy
+1,435
New +$34.2K ﹤0.01% 6773

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Bank of America sold out of United-Guardian (UG) in Q1 2026, closing a stake of 801 shares — an estimated $4.93K sold.

Bank of America first reported a position in UG in Q2 2013 and held it in 33 quarters. The position peaked at $40K in Q4 2019. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Bank of America reported no remaining United-Guardian position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 801 United-Guardian shares in Q1 2026, an estimated $4.93K.
  • Bank of America first reported a position in United-Guardian in Q2 2013 and held it in 33 quarters.
  • Bank of America's United-Guardian position peaked at $40K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

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