UBS Group’s Bank of America BAC Stock Holding History

UBS Group’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	$1.34B	Sell	27,456,463 -2,910,391	-10%	-$150M	0.2%	88
2025 Q4	$1.67B	Buy	30,366,854 +1,075,667	+4%	+$56.9M	0.27%	52
2025 Q3	$1.51B	Sell	29,291,187 -857,674	-3%	-$41.8M	0.24%	64
2025 Q2	$1.43B	Sell	30,148,861 -6,673,340	-18%	-$281M	0.25%	60
2025 Q1	$1.54B	Buy	36,822,201 +10,283,657	+39%	+$458M	0.28%	49
2024 Q4	$1.17B	Buy	26,538,544 +2,391,677	+10%	+$105M	0.22%	77
2024 Q3	$958M	Sell	24,146,867 -1,509,415	-6%	-$60.5M	0.21%	89
2024 Q2	$1.02B	Buy	25,656,282 +2,907,430	+13%	+$111M	0.25%	72
2024 Q1	$863M	Buy	22,748,852 +3,908,870	+21%	+$134M	0.21%	86
2023 Q4	$634M	Buy	18,839,982 +1,288,587	+7%	+$37.5M	0.19%	105
2023 Q3	$481M	Sell	17,551,395 -4,958,190	-22%	-$147M	0.17%	123
2023 Q2	$646M	Buy	22,509,585 +269,140	+1%	+$7.68M	0.22%	98
2023 Q1	$636M	Sell	22,240,445 -443,451	-2%	-$14.6M	0.23%	89
2022 Q4	$751M	Buy	22,683,896 +986,381	+5%	+$34M	0.28%	66
2022 Q3	$655M	Sell	21,697,515 -2,080,585	-9%	-$69.6M	0.29%	68
2022 Q2	$740M	Buy	23,778,100 +899,717	+4%	+$32.4M	0.3%	68
2022 Q1	$943M	Buy	22,878,383 +4,100,657	+22%	+$185M	0.31%	64
2021 Q4	$835M	Buy	18,777,726 +519,954	+3%	+$23.7M	0.24%	88
2021 Q3	$775M	Sell	18,257,772 -1,271,193	-7%	-$51.2M	0.24%	90
2021 Q2	$805M	Sell	19,528,965 -3,150	-0%	-$129K	0.26%	85
2021 Q1	$756M	Sell	19,532,115 -2,139,155	-10%	-$73.8M	0.25%	88
2020 Q4	$657M	Sell	21,671,270 -4,067,794	-16%	-$109M	0.22%	101
2020 Q3	$620M	Buy	25,739,064 +4,895,118	+23%	+$122M	0.23%	103
2020 Q2	$495M	Buy	20,843,946 +3,921,952	+23%	+$92.7M	0.21%	113
2020 Q1	$359M	Sell	16,921,994 -8,724,002	-34%	-$262M	0.17%	133
2019 Q4	$903M	Sell	25,645,996 -831,010	-3%	-$26.9M	0.31%	67
2019 Q3	$772M	Buy	26,477,006 +1,843,530	+7%	+$53M	0.3%	70
2019 Q2	$714M	Sell	24,633,476 -3,558,712	-13%	-$103M	0.28%	85
2019 Q1	$778M	Buy	28,192,188 +6,980,691	+33%	+$197M	0.32%	66
2018 Q4	$523M	Sell	21,211,497 -2,267,580	-10%	-$61.5M	0.24%	99
2018 Q3	$692M	Buy	23,479,077 +274,793	+1%	+$8.37M	0.27%	76
2018 Q2	$654M	Sell	23,204,284 -1,804,400	-7%	-$53.8M	0.28%	70
2018 Q1	$750M	Sell	25,008,684 -4,233,052	-14%	-$133M	0.32%	63
2017 Q4	$863M	Buy	29,241,736 +6,654,791	+29%	+$183M	0.35%	52
2017 Q3	$572M	Sell	22,586,945 -405,971	-2%	-$9.85M	0.26%	83
2017 Q2	$558M	Buy	22,992,916 +65,954	+0.3%	+$1.54M	0.29%	75
2017 Q1	$541M	Buy	22,926,962 +98,333	+0.4%	+$2.33M	0.3%	65
2016 Q4	$505M	Sell	22,828,629 -11,352,223	-33%	-$219M	0.28%	70
2016 Q3	$535M	Buy	34,180,852 +4,567,565	+15%	+$68M	0.32%	60
2016 Q2	$393M	Sell	29,613,287 -3,829,186	-11%	-$53.8M	0.25%	82
2016 Q1	$452M	Buy	33,442,473 +5,350,704	+19%	+$72.2M	0.3%	58
2015 Q4	$473M	Buy	28,091,769 +8,779,124	+45%	+$148M	0.31%	63
2015 Q3	$301M	Sell	19,312,645 -4,814,589	-20%	-$81M	0.21%	98
2015 Q2	$411M	Sell	24,127,234 -7,790,586	-24%	-$128M	0.27%	73
2015 Q1	$491M	Sell	31,917,820 -5,213,448	-14%	-$83.7M	0.34%	49
2014 Q4	$664M	Buy	+37,131,268	New	+$635M	0.46%	25

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

UBS Group's BAC Position: Q1 2026 in Review

UBS Group reduced its Bank of America (BAC) stake by 9.6% in Q1 2026, selling an estimated $150M and leaving 27,456,463 shares worth $1.34B. The position accounts for 0.2% of the portfolio, ranked #88.

UBS Group first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.67B in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

UBS Group held 27,456,463 shares of Bank of America worth $1.34B as of Q1 2026.
UBS Group sold 2,910,391 Bank of America shares in Q1 2026, an estimated $150M.
Bank of America made up 0.2% of UBS Group's portfolio in Q1 2026, its #88 holding.
UBS Group first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
UBS Group's Bank of America position peaked at $1.67B in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.