Union Bancaire Privee’s Bank of America BAC Stock Holding History

Union Bancaire Privee’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	$15.3M	Sell	279,137 -34,074	-11%	-$1.81M	0.17%	87
2026 Q1	$13.8M	Sell	313,211 -8,939	-3%	-$461K	0.19%	85
2025 Q4	$16.6M	Buy	322,150 +278,765	+643%	+$14.7M	0.2%	84
2025 Q3	$2.25M	Hold	43,385	–	–	0.03%	190
2025 Q2	$2.03M	Sell	43,385 -5,719	-12%	-$241K	0.03%	195
2025 Q1	$2.02M	Sell	49,104 -17,230	-26%	-$768K	0.04%	180
2024 Q4	$2.87M	Buy	+66,334	New	+$2.92M	0.05%	160

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

Union Bancaire Privee's BAC Position: Q2 2026 in Review

Union Bancaire Privee reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $1.81M and leaving 279,137 shares worth $15.3M. The position accounts for 0.17% of the portfolio, ranked #87.

Union Bancaire Privee first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.6M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Union Bancaire Privee held 279,137 shares of Bank of America worth $15.3M as of Q2 2026.
Union Bancaire Privee sold 34,074 Bank of America shares in Q2 2026, an estimated $1.81M.
Bank of America made up 0.17% of Union Bancaire Privee's portfolio in Q2 2026, its #87 holding.
Union Bancaire Privee first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Bank of America position peaked at $16.6M in Q4 2025.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.