UBS Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$200M Sell
4,109,403
-2,427,521
-37% -$125M 0.03% 613
2025
Q4
$360M Sell
6,536,924
-432,956
-6% -$22.9M 0.06% 330
2025
Q3
$360M Sell
6,969,880
-22,896
-0.3% -$1.12M 0.06% 328
2025
Q2
$331M Sell
6,992,776
-413,655
-6% -$17.4M 0.06% 333
2025
Q1
$309M Sell
7,406,431
-2,446,192
-25% -$109M 0.06% 339
2024
Q4
$433M Buy
9,852,623
+2,193,260
+29% +$96.5M 0.08% 232
2024
Q3
$304M Buy
7,659,363
+1,974,114
+35% +$79.1M 0.07% 276
2024
Q2
$226M Sell
5,685,249
-3,182,792
-36% -$122M 0.06% 311
2024
Q1
$336M Buy
8,868,041
+60,897
+0.7% +$2.09M 0.08% 237
2023
Q4
$297M Sell
8,807,144
-1,407,372
-14% -$41M 0.09% 230
2023
Q3
$280M Buy
10,214,516
+3,261,300
+47% +$96.5M 0.1% 211
2023
Q2
$199M Sell
6,953,216
-110,450
-2% -$3.15M 0.07% 279
2023
Q1
$202M Sell
7,063,666
-962,444
-12% -$31.8M 0.07% 249
2022
Q4
$266M Sell
8,026,110
-13,612
-0.2% -$469K 0.1% 215
2022
Q3
$243M Buy
8,039,722
+3,328,242
+71% +$111M 0.11% 198
2022
Q2
$147M Sell
4,711,480
-149,620
-3% -$5.39M 0.06% 325
2022
Q1
$200M Sell
4,861,100
-1,921,400
-28% -$86.7M 0.07% 295
2021
Q4
$302M Buy
6,782,500
+3,321,266
+96% +$151M 0.09% 230
2021
Q3
$147M Buy
3,461,234
+859,642
+33% +$34.6M 0.05% 397
2021
Q2
$107M Sell
2,601,592
-3,834,700
-60% -$157M 0.03% 494
2021
Q1
$249M Buy
6,436,292
+1,147,866
+22% +$39.6M 0.08% 244
2020
Q4
$160M Sell
5,288,426
-146,074
-3% -$3.92M 0.05% 332
2020
Q3
$131M Buy
5,434,500
+2,335,000
+75% +$58.1M 0.05% 333
2020
Q2
$73.6M Sell
3,099,500
-1,696,000
-35% -$40.1M 0.03% 460
2020
Q1
$102M Sell
4,795,500
-206,400
-4% -$6.19M 0.05% 340
2019
Q4
$176M Buy
5,001,900
+3,173,900
+174% +$103M 0.06% 285
2019
Q3
$53.3M Sell
1,828,000
-1,182,700
-39% -$34M 0.02% 661
2019
Q2
$87.3M Sell
3,010,700
-104,723
-3% -$3.02M 0.03% 438
2019
Q1
$86M Sell
3,115,423
-2,190,977
-41% -$61.9M 0.04% 424
2018
Q4
$131M Buy
5,306,400
+227,000
+4% +$6.16M 0.06% 300
2018
Q3
$150M Sell
5,079,400
-473,137
-9% -$14.4M 0.06% 293
2018
Q2
$157M Buy
5,552,537
+1,338,537
+32% +$39.9M 0.07% 280
2018
Q1
$126M Sell
4,214,000
-2,007,037
-32% -$63M 0.05% 320
2017
Q4
$184M Buy
6,221,037
+571,937
+10% +$15.8M 0.08% 262
2017
Q3
$143M Sell
5,649,100
-3,935,500
-41% -$95.5M 0.07% 287
2017
Q2
$233M Buy
9,584,600
+5,536,860
+137% +$129M 0.12% 187
2017
Q1
$95.5M Sell
4,047,740
-2,314,855
-36% -$54.9M 0.05% 350
2016
Q4
$141M Sell
6,362,595
-6,156,875
-49% -$119M 0.08% 263
2016
Q3
$196M Buy
12,519,470
+6,835,293
+120% +$102M 0.12% 196
2016
Q2
$75.4M Buy
5,684,177
+1,711,116
+43% +$24M 0.05% 374
2016
Q1
$53.7M Buy
3,973,061
+1,467,861
+59% +$19.8M 0.04% 445
2015
Q4
$42.2M Buy
2,505,200
+580,391
+30% +$9.82M 0.03% 566
2015
Q3
$30M Buy
1,924,809
+904,509
+89% +$15.2M 0.02% 677
2015
Q2
$17.4M Buy
1,020,300
+103,100
+11% +$1.7M 0.01% 1079
2015
Q1
$14.1M Sell
917,200
-650,332
-41% -$10.4M 0.01% 1194
2014
Q4
$28M Buy
+1,567,532
New +$26.8M 0.02% 803

Other funds holding BAC

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. 3,459 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.
  • 3,459 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.