Bank of America’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-16,900	Closed	-$977K	–	7239
2016 Q4	$977K	Hold	16,900	–	–	﹤0.01%	4360
2016 Q3	$904K	Sell	16,900 -206,600	-92%	-$9.91M	﹤0.01%	4237
2016 Q2	$8.64M	Buy	223,500 +182,900	+450%	+$6.79M	﹤0.01%	2325
2016 Q1	$1.35M	Sell	40,600 -54,600	-57%	-$1.69M	﹤0.01%	3890
2015 Q4	$3.02M	Hold	95,200	–	–	﹤0.01%	3437
2015 Q3	$3.23M	Buy	95,200 +25,500	+37%	+$854K	﹤0.01%	3300
2015 Q2	$2.22M	Buy	+69,700	New	+$2.14M	﹤0.01%	3364
2015 Q1	–	Sell	-1,800	Closed	-$53K	–	7580
2014 Q4	$53K	Sell	1,800 -700	-28%	-$22.3K	﹤0.01%	6305
2014 Q3	$94K	Sell	2,500 -400	-14%	-$17K	﹤0.01%	6059
2014 Q2	$131K	Hold	2,900	–	–	﹤0.01%	5914
2014 Q1	$132K	Buy	+2,900	New	+$136K	﹤0.01%	5754

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America increased its Ubiquiti (UI) stake by 22% in Q1 2026, buying an estimated $1.7M and bringing the position to 13,750 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Bank of America first reported a position in UI in Q2 2013 and has held it in 52 quarters since. The position peaked at $148M in Q2 2014. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Bank of America held 13,750 shares of Ubiquiti worth $10.9M as of Q1 2026.
Bank of America bought 2,508 Ubiquiti shares in Q1 2026, an estimated $1.7M.
Ubiquiti made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2887 holding.
Bank of America first reported a position in Ubiquiti in Q2 2013 and has held it in 52 quarters since.
Bank of America's Ubiquiti position peaked at $148M in Q2 2014.
385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

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