Bank of America
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Bank of America’s Full Truck Alliance YMM Stock Holding History

Bank of America’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9M Buy
2,515,788
+920,948
+58% +$8.76M ﹤0.01% 2348
2025
Q4 		$17.1M Sell
1,594,840
-2,233,653
-58% -$26.8M ﹤0.01% 2427
2025
Q3 		$49.7M Sell
3,828,493
-968,885
-20% -$12M ﹤0.01% 1771
2025
Q2 		$56.7M Buy
4,797,378
+392,901
+9% +$4.57M ﹤0.01% 1601
2025
Q1 		$56.2M Sell
4,404,477
-2,356,593
-35% -$28.4M ﹤0.01% 1481
2024
Q4 		$73.2M Sell
6,761,070
-681,861
-9% -$6.65M 0.01% 1231
2024
Q3 		$67.1M Buy
7,442,931
+1,749,164
+31% +$13.4M 0.01% 1335
2024
Q2 		$45.8M Sell
5,693,767
-5,350,603
-48% -$45.5M ﹤0.01% 1528
2024
Q1 		$80.3M Buy
11,044,370
+10,943,999
+10,904% +$73M 0.01% 1157
2023
Q4 		$704K Sell
100,371
-426,283
-81% -$3.01M ﹤0.01% 5257
2023
Q3 		$3.71M Sell
526,654
-8,219,488
-94% -$56.7M ﹤0.01% 3677
2023
Q2 		$54.4M Sell
8,746,142
-7,272,402
-45% -$46.9M 0.01% 1250
2023
Q1 		$122M Buy
16,018,544
+2,685,633
+20% +$21.3M 0.01% 836
2022
Q4 		$107M Buy
+13,332,911
New +$91.5M 0.01% 856
2022
Q3 		– Sell
-344
Closed -$3K – 8242
2022
Q2 		$3K Sell
344
-2,649,452
-100% -$18M ﹤0.01% 7730
2022
Q1 		$17.7M Sell
2,649,796
-4,780,462
-64% -$38.7M ﹤0.01% 2261
2021
Q4 		$62.2M Buy
+7,430,258
New +$98.2M 0.01% 1266
2021
Q3 		– Sell
-2,724
Closed -$56K – 8436
2021
Q2 		$56K Buy
+2,724
New +$53.5K ﹤0.01% 6782

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

Bank of America increased its Full Truck Alliance (YMM) stake by 58% in Q1 2026, buying an estimated $8.76M and bringing the position to 2,515,788 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Bank of America first reported a position in YMM in Q2 2021 and has held it in 18 quarters since. The position peaked at $122M in Q1 2023. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Bank of America held 2,515,788 shares of Full Truck Alliance worth $20.9M as of Q1 2026.
  • Bank of America bought 920,948 Full Truck Alliance shares in Q1 2026, an estimated $8.76M.
  • Full Truck Alliance made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2348 holding.
  • Bank of America first reported a position in Full Truck Alliance in Q2 2021 and has held it in 18 quarters since.
  • Bank of America's Full Truck Alliance position peaked at $122M in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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