Marshall Wace
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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 		$17.9M Buy
367,000
+366,400
+61,067% +$18.9M 0.02% 743
2025
Q4 		$33K Sell
600
-1,800
-75% -$95.1K ﹤0.01% 2807
2025
Q3 		$124K Buy
2,400
+2,300
+2,300% +$112K ﹤0.01% 2629
2025
Q2 		$4.73K Sell
100
-2,100
-95% -$88.3K ﹤0.01% 2634
2025
Q1 		$91.8K Buy
2,200
+1,000
+83% +$44.6K ﹤0.01% 2504
2024
Q4 		$52.7K Buy
+1,200
New +$52.8K ﹤0.01% 2485
2024
Q2 		– Sell
-1,095,200
Closed -$42.2M – 2548
2024
Q1 		$42.2M Buy
+1,095,200
New +$37.6M 0.06% 294
2023
Q3 		– Sell
-372,400
Closed -$10.7M – 2186
2023
Q2 		$10.7M Sell
372,400
-627,400
-63% -$17.9M 0.02% 704
2023
Q1 		$28.6M Buy
999,800
+619,100
+163% +$20.4M 0.06% 341
2022
Q4 		$12.6M Buy
380,700
+235,900
+163% +$8.13M 0.03% 694
2022
Q3 		$4.37M Buy
144,800
+27,300
+23% +$913K 0.01% 1464
2022
Q2 		$3.66M Buy
117,500
+10,100
+9% +$364K 0.01% 1579
2022
Q1 		$4.43M Sell
107,400
-874,300
-89% -$39.4M 0.01% 1464
2021
Q4 		$43.7M Buy
+981,700
New +$44.7M 0.08% 245

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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. 3,459 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.
  • 3,459 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.