Bank of America
ZONE

Bank of America’s CleanCore Solutions ZONE Stock Holding History

Bank of America’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,612
Closed -$419 – 7022
2025
Q4 		$419 Buy
1,612
+1,576
+4,378% +$1.32K ﹤0.01% 6586
2025
Q3 		$73 Buy
36
+23
+177% +$82 ﹤0.01% 7924
2025
Q2 		$31 Buy
13
+1
+8% +$2 ﹤0.01% 8186
2025
Q1 		$11 Hold
12
– – ﹤0.01% 8207
2024
Q4 		$15 Buy
12
+1
+9% +$1 ﹤0.01% 8064
2024
Q3 		$14 Buy
11
+1
+10% +$2 ﹤0.01% 8014
2024
Q2 		$23 Buy
+10
New +$31 ﹤0.01% 7978

Other funds holding ZONE

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
MM
Mozayyx Management Austin, Texas $98.6M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM