Optimize Financial’s Ball Corp BALL Stock Holding History

Optimize Financial’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,913	Closed	-$313K	–	313
2025 Q4	$313K	Buy	5,913 +84	+1%	+$4.13K	0.16%	262
2025 Q3	$294K	Buy	+5,829	New	+$315K	0.15%	284

Other funds holding BALL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's BALL Position: Q1 2026 in Review

Optimize Financial sold out of Ball Corp (BALL) in Q1 2026, closing a stake of 5,913 shares — an estimated $313K sold.

Optimize Financial first reported a position in BALL in Q3 2025 and held it in 2 quarters. The position peaked at $313K in Q4 2025. 783 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

Optimize Financial reported no remaining Ball Corp position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 5,913 Ball Corp shares in Q1 2026, an estimated $313K.
Optimize Financial first reported a position in Ball Corp in Q3 2025 and held it in 2 quarters.
Optimize Financial's Ball Corp position peaked at $313K in Q4 2025.
783 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.