Bank of America’s Urgent.ly ULY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17	Closed	-$50	–	6852
2025 Q4	$50	Buy	17 +6	+55%	+$15	﹤0.01%	6961
2025 Q3	$35	Hold	11	–	–	﹤0.01%	8087
2025 Q2	$71	Buy	11 +3	+38%	+$19	﹤0.01%	8036
2025 Q1	$37	Hold	8	–	–	﹤0.01%	8029
2024 Q4	$47	Hold	8	–	–	﹤0.01%	7877
2024 Q3	$62	Buy	8 +1	+14%	+$14	﹤0.01%	7801
2024 Q2	$144	Sell	7 -2	-22%	-$44	﹤0.01%	7630
2024 Q1	$194	Buy	9 +8	+800%	+$228	﹤0.01%	7348
2023 Q4	$22	Buy	+1	New	+$45	﹤0.01%	7634

Other funds holding ULY

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

MCS

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Bank of America sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 17 shares — an estimated $50 sold.

Bank of America first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $194 in Q1 2024. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

Bank of America reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
Bank of America sold 17 Urgent.ly shares in Q1 2026, an estimated $50.
Bank of America first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
Bank of America's Urgent.ly position peaked at $194 in Q1 2024.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

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