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	$446M	Sell	9,148,400 -7,681,100	-46%	-$396M	0.07%	297
2025 Q4	$926M	Buy	16,829,500 +1,201,700	+8%	+$63.5M	0.15%	124
2025 Q3	$806M	Sell	15,627,800 -880,200	-5%	-$42.9M	0.13%	138
2025 Q2	$781M	Sell	16,508,000 -2,078,600	-11%	-$87.4M	0.14%	140
2025 Q1	$776M	Buy	18,586,600 +3,653,800	+24%	+$163M	0.14%	136
2024 Q4	$656M	Buy	14,932,800 +3,338,700	+29%	+$147M	0.12%	161
2024 Q3	$460M	Buy	11,594,100 +1,715,000	+17%	+$68.7M	0.1%	188
2024 Q2	$393M	Sell	9,879,100 -1,796,700	-15%	-$68.9M	0.1%	197
2024 Q1	$443M	Buy	11,675,800 +110,323	+1%	+$3.79M	0.11%	171
2023 Q4	$389M	Buy	11,565,477 +2,157,505	+23%	+$62.8M	0.12%	178
2023 Q3	$258M	Buy	9,407,972 +2,078,272	+28%	+$61.5M	0.09%	227
2023 Q2	$210M	Sell	7,329,700 -328,000	-4%	-$9.36M	0.07%	269
2023 Q1	$219M	Sell	7,657,700 -6,180,000	-45%	-$204M	0.08%	233
2022 Q4	$458M	Sell	13,837,700 -1,634,500	-11%	-$56.3M	0.17%	124
2022 Q3	$467M	Buy	15,472,200 +1,785,200	+13%	+$59.7M	0.2%	105
2022 Q2	$426M	Buy	13,687,000 +823,200	+6%	+$29.6M	0.18%	119
2022 Q1	$530M	Sell	12,863,800 -14,518,300	-53%	-$655M	0.18%	114
2021 Q4	$1.22B	Buy	27,382,100 +12,838,661	+88%	+$585M	0.35%	47
2021 Q3	$617M	Buy	14,543,439 +1,858,284	+15%	+$74.9M	0.19%	115
2021 Q2	$523M	Sell	12,685,155 -1,234,600	-9%	-$50.6M	0.17%	118
2021 Q1	$539M	Sell	13,919,755 -3,005,245	-18%	-$104M	0.18%	121
2020 Q4	$513M	Buy	16,925,000 +3,143,400	+23%	+$84.3M	0.17%	135
2020 Q3	$332M	Sell	13,781,600 -1,509,300	-10%	-$37.6M	0.13%	176
2020 Q2	$363M	Sell	15,290,900 -3,139,500	-17%	-$74.2M	0.15%	148
2020 Q1	$391M	Buy	18,430,400 +4,858,100	+36%	+$146M	0.18%	123
2019 Q4	$478M	Buy	13,572,300 +2,712,300	+25%	+$87.7M	0.17%	145
2019 Q3	$317M	Buy	10,860,000 +1,483,700	+16%	+$42.7M	0.12%	171
2019 Q2	$272M	Buy	9,376,300 +1,505,700	+19%	+$43.4M	0.1%	192
2019 Q1	$217M	Sell	7,870,600 -1,568,700	-17%	-$44.3M	0.09%	214
2018 Q4	$233M	Sell	9,439,300 -1,634,500	-15%	-$44.3M	0.11%	203
2018 Q3	$326M	Buy	11,073,800 +1,296,200	+13%	+$39.5M	0.13%	174
2018 Q2	$276M	Sell	9,777,600 -2,762,300	-22%	-$82.4M	0.12%	190
2018 Q1	$376M	Sell	12,539,900 -2,067,200	-14%	-$64.9M	0.16%	141
2017 Q4	$431M	Buy	14,607,100 +610,300	+4%	+$16.8M	0.18%	143
2017 Q3	$355M	Buy	13,996,800 +258,300	+2%	+$6.27M	0.16%	142
2017 Q2	$333M	Buy	13,738,500 +1,518,100	+12%	+$35.4M	0.17%	146
2017 Q1	$288M	Buy	12,220,400 +1,545,600	+14%	+$36.7M	0.16%	153
2016 Q4	$236M	Buy	10,674,800 +2,858,800	+37%	+$55.1M	0.13%	180
2016 Q3	$122M	Buy	7,816,000 +96,100	+1%	+$1.43M	0.07%	276
2016 Q2	$102M	Sell	7,719,900 -2,949,300	-28%	-$41.4M	0.06%	299
2016 Q1	$144M	Buy	10,669,200 +2,294,500	+27%	+$31M	0.1%	217
2015 Q4	$141M	Buy	8,374,700 +2,484,200	+42%	+$42M	0.09%	232
2015 Q3	$91.8M	Sell	5,890,500 -2,515,300	-30%	-$42.3M	0.07%	302
2015 Q2	$143M	Buy	8,405,800 +4,013,200	+91%	+$66.1M	0.1%	229
2015 Q1	$67.6M	Sell	4,392,600 -3,618,000	-45%	-$58.1M	0.05%	416
2014 Q4	$143M	Buy	+8,010,600	New	+$137M	0.1%	216

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. 3,459 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.