Bank of America
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Bank of America’s Upexi UPXI Stock Holding History

Bank of America’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,913
Closed -$41.9K – 6859
2025
Q4 		$41.9K Buy
24,913
+11,188
+82% +$42.2K ﹤0.01% 5887
2025
Q3 		$79.2K Buy
13,725
+13,367
+3,734% +$81.3K ﹤0.01% 6687
2025
Q2 		$1.07K Buy
358
+352
+5,867% +$3.05K ﹤0.01% 7519
2025
Q1 		$13 Sell
6
-1
-14% -$3 ﹤0.01% 8194
2024
Q4 		$25 Buy
7
+1
+17% +$5 ﹤0.01% 7989
2024
Q3 		$24 Buy
6
+1
+20% +$6 ﹤0.01% 7945
2024
Q2 		$36 Buy
+5
New +$48 ﹤0.01% 7906
2024
Q1 		– Sell
-1
Closed -$20 – 8206
2023
Q4 		$20 Buy
+1
New +$23 ﹤0.01% 7653
2023
Q1 		– Sell
-1
Closed -$33 – 8287
2022
Q4 		$33 Buy
+1
New +$85 ﹤0.01% 7880
2022
Q2 		– Sell
-2
Closed – – 8399
2022
Q1 		$0 Buy
+2
New +$182 ﹤0.01% 8781
2021
Q4 		– Sell
-6
Closed -$1K – 8655
2021
Q3 		$1K Buy
+6
New +$628 ﹤0.01% 8015

Other funds holding UPXI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Arrington Capital Management Miami, Florida $163M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Bank of America sold out of Upexi (UPXI) in Q1 2026, closing a stake of 24,913 shares — an estimated $41.9K sold.

Bank of America first reported a position in UPXI in Q3 2021 and held it in 11 quarters. The position peaked at $79.2K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Bank of America reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 24,913 Upexi shares in Q1 2026, an estimated $41.9K.
  • Bank of America first reported a position in Upexi in Q3 2021 and held it in 11 quarters.
  • Bank of America's Upexi position peaked at $79.2K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

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