Bank of America
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Bank of America’s ProShares Ultra Financials UYG Stock Holding History

Bank of America’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,200
Closed -$24K – 8228
2014
Q1 		$24K Sell
1,200
-14,400
-92% -$280K ﹤0.01% 6826
2013
Q4 		$306K Sell
15,600
-5,400
-26% -$97.4K ﹤0.01% 5212
2013
Q3 		$344K Sell
21,000
-7,200
-26% -$120K ﹤0.01% 4957
2013
Q2 		$439K Buy
+28,200
New +$428K ﹤0.01% 4882

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

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

Bank of America held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 5,820 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #4982.

Bank of America first reported a position in UYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76M in Q2 2017. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Bank of America held 5,820 shares of ProShares Ultra Financials worth $427K as of Q1 2026.
  • Bank of America left its ProShares Ultra Financials share count unchanged in Q1 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4982 holding.
  • Bank of America first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's ProShares Ultra Financials position peaked at $1.76M in Q2 2017.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

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