Bank of America
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Bank of America’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bank of America’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$788K Buy
12,245
+3,668
+43% +$245K ﹤0.01% 4637
2025
Q4 		$587K Sell
8,577
-2,264
-21% -$155K ﹤0.01% 4832
2025
Q3 		$739K Buy
10,841
+69
+0.6% +$4.46K ﹤0.01% 5527
2025
Q2 		$674K Buy
10,772
+68
+0.6% +$3.96K ﹤0.01% 5547
2025
Q1 		$608K Buy
10,704
+7,033
+192% +$422K ﹤0.01% 5550
2024
Q4 		$220K Buy
3,671
+65
+2% +$3.83K ﹤0.01% 6074
2024
Q3 		$206K Buy
3,606
+3,024
+520% +$166K ﹤0.01% 5986
2024
Q2 		$31.6K Hold
582
– – ﹤0.01% 6632
2024
Q1 		$29.9K Sell
582
-328
-36% -$16.2K ﹤0.01% 6666
2023
Q4 		$42.6K Buy
+910
New +$40.3K ﹤0.01% 6649
2023
Q2 		– Sell
-230
Closed -$9.15K – 7961
2023
Q1 		$9.15K Sell
230
-30,707
-99% -$1.16M ﹤0.01% 6937
2022
Q4 		$1.12M Sell
30,937
-27,889
-47% -$1.01M ﹤0.01% 4761
2022
Q3 		$1.99M Buy
58,826
+5,339
+10% +$203K ﹤0.01% 4284
2022
Q2 		$1.96M Buy
53,487
+634
+1% +$25K ﹤0.01% 4329
2022
Q1 		$2.25M Buy
52,853
+819
+2% +$34.3K ﹤0.01% 4466
2021
Q4 		$2.31M Buy
52,034
+1,712
+3% +$73.1K ﹤0.01% 4418
2021
Q3 		$2.03M Buy
50,322
+2,383
+5% +$98K ﹤0.01% 4429
2021
Q2 		$1.9M Buy
47,939
+177
+0.4% +$6.82K ﹤0.01% 4372
2021
Q1 		$1.76M Sell
47,762
-650
-1% -$23.5K ﹤0.01% 4368
2020
Q4 		$1.73M Sell
48,412
-1,003
-2% -$34K ﹤0.01% 4080
2020
Q3 		$1.63M Buy
49,415
+1,417
+3% +$45.6K ﹤0.01% 3842
2020
Q2 		$1.44M Buy
47,998
+15,044
+46% +$436K ﹤0.01% 3858
2020
Q1 		$854K Buy
32,954
+10,600
+47% +$317K ﹤0.01% 4109
2019
Q4 		$700K Sell
22,354
-725
-3% -$21.8K ﹤0.01% 4772
2019
Q3 		$678K Sell
23,079
-6,910
-23% -$201K ﹤0.01% 4852
2019
Q2 		$872K Buy
29,989
+7,004
+30% +$199K ﹤0.01% 4664
2019
Q1 		$645K Buy
22,985
+11,325
+97% +$305K ﹤0.01% 4847
2018
Q4 		$293K Buy
11,660
+8,268
+244% +$221K ﹤0.01% 5263
2018
Q3 		$96K Buy
3,392
+550
+19% +$15.1K ﹤0.01% 5889
2018
Q2 		$75K Buy
2,842
+1,300
+84% +$33.5K ﹤0.01% 5934
2018
Q1 		$39K Buy
+1,542
New +$41K ﹤0.01% 6140

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Bank of America increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 43% in Q1 2026, buying an estimated $245K and bringing the position to 12,245 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

Bank of America first reported a position in USMC in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.31M in Q4 2021. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Bank of America held 12,245 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $788K as of Q1 2026.
  • Bank of America bought 3,668 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $245K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4637 holding.
  • Bank of America first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018 and has held it in 31 quarters since.
  • Bank of America's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.31M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

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