Marshall Wace’s Bank of America BAC Stock Holding History

Marshall Wace’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$122K	Buy	+2,500	New	+$129K	﹤0.01%	2871
2025 Q4	–	Sell	-300	Closed	-$15.5K	–	2954
2025 Q3	$15.5K	Buy	+300	New	+$14.6K	﹤0.01%	2788
2024 Q2	–	Sell	-730,700	Closed	-$28.1M	–	2547
2024 Q1	$28.1M	Buy	730,700 +730,600	+730,600%	+$25.1M	0.04%	400
2023 Q4	$3.37K	Hold	100	–	–	﹤0.01%	2109
2023 Q3	$2.74K	Sell	100 -137,100	-100%	-$4.06M	﹤0.01%	2127
2023 Q2	$3.94M	Sell	137,200 -206,600	-60%	-$5.9M	0.01%	1122
2023 Q1	$9.83M	Sell	343,800 -85,000	-20%	-$2.81M	0.02%	718
2022 Q4	$14.2M	Sell	428,800 -92,600	-18%	-$3.19M	0.03%	619
2022 Q3	$15.7M	Buy	521,400 +421,000	+419%	+$14.1M	0.03%	573
2022 Q2	$3.13M	Buy	+100,400	New	+$3.61M	0.01%	1693
2022 Q1	–	Sell	-139,900	Closed	-$6.22M	–	3348
2021 Q4	$6.22M	Buy	+139,900	New	+$6.37M	0.01%	1198

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's BAC Position: Q1 2026 in Review

Marshall Wace reduced its Bank of America (BAC) stake by 64% in Q1 2026, selling an estimated $165M and leaving 1,830,832 shares worth $89.3M. The position accounts for 0.09% of the portfolio, ranked #195.

Marshall Wace first reported a position in BAC in Q3 2014 and has held it in 40 quarters since. The position peaked at $495M in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Marshall Wace held 1,830,832 shares of Bank of America worth $89.3M as of Q1 2026.
Marshall Wace sold 3,195,273 Bank of America shares in Q1 2026, an estimated $165M.
Bank of America made up 0.09% of Marshall Wace's portfolio in Q1 2026, its #195 holding.
Marshall Wace first reported a position in Bank of America in Q3 2014 and has held it in 40 quarters since.
Marshall Wace's Bank of America position peaked at $495M in Q3 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.