Mitsubishi UFJ Morgan Stanley Securities’s Bank of America BAC Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q2	$68.6K	Sell	1,204 -2,683	-69%	-$143K	0.21%	89
2026 Q1	$189K	Sell	3,887 -2,239	-37%	-$116K	0.47%	96
2025 Q4	$337K	Buy	+6,126	New	+$324K	0.53%	40
2024 Q2	–	Sell	-2,400	Closed	-$91K	–	12
2024 Q1	$91K	Buy	+2,400	New	+$82.4K	3.26%	9
2023 Q1	–	Sell	-1,500	Closed	-$50K	–	36
2022 Q4	$50K	Buy	1,500 +570	+61%	+$19.6K	0.44%	27
2022 Q3	$28K	Hold	930	–	–	0.38%	48
2022 Q2	$29K	Hold	930	–	–	0.04%	50
2022 Q1	$38K	Buy	+930	New	+$42K	0.03%	41
2014 Q4	$35K	Hold	1,940	–	–	0.07%	73
2014 Q3	$33K	Sell	1,940 -1,560	-45%	-$24.8K	0.09%	86
2014 Q2	$54K	Sell	3,500 -970	-22%	-$15.1K	0.16%	40
2014 Q1	$77K	Buy	4,470 +660	+17%	+$11.1K	0.21%	35
2013 Q4	$59K	Hold	3,810	–	–	0.1%	43
2013 Q3	$53K	Buy	3,810 +2,270	+147%	+$32.4K	0.09%	59
2013 Q2	$20K	Buy	+1,540	New	+$19.6K	0.07%	138

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's BAC Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Bank of America (BAC) stake by 69% in Q2 2026, selling an estimated $143K and leaving 1,204 shares worth $68.6K. The position accounts for 0.21% of the portfolio, ranked #89.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in BAC in Q2 2013 and has held it in 15 quarters since. The position peaked at $337K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 1,204 shares of Bank of America worth $68.6K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 2,683 Bank of America shares in Q2 2026, an estimated $143K.
Bank of America made up 0.21% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #89 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Bank of America in Q2 2013 and has held it in 15 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Bank of America position peaked at $337K in Q4 2025.
1,540 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.