Bank of America
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Bank of America’s Wheels Up UP Stock Holding History

Bank of America’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,800
Closed -$232K – 8422
2024
Q3 		$232K Buy
+4,800
New +$234K ﹤0.01% 5924

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Bank of America sold out of Wheels Up (UP) in Q1 2026, closing a stake of 415 shares — an estimated $5.45K sold.

Bank of America first reported a position in UP in Q1 2021 and held it in 20 quarters. The position peaked at $461K in Q1 2022. 97 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Bank of America reported no remaining Wheels Up position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 415 Wheels Up shares in Q1 2026, an estimated $5.45K.
  • Bank of America first reported a position in Wheels Up in Q1 2021 and held it in 20 quarters.
  • Bank of America's Wheels Up position peaked at $461K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

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