Uniplan Investment Counsel’s Bank of America BAC Stock Holding History

Uniplan Investment Counsel’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
2025 Q2	–	Sell	-171	Closed	-$7.16K	–	179
2025 Q1	$7.16K	Buy	+171	New	+$7.62K	﹤0.01%	159

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Uniplan Investment Counsel's BAC Position: Q2 2025 in Review

Uniplan Investment Counsel sold out of Bank of America (BAC) in Q2 2025, closing a stake of 171 shares — an estimated $7.16K sold.

Uniplan Investment Counsel first reported a position in BAC in Q1 2025 and held it in 1 quarter. The position peaked at $7.16K in Q1 2025. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Uniplan Investment Counsel reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Uniplan Investment Counsel sold 171 Bank of America shares in Q2 2025, an estimated $7.16K.
Uniplan Investment Counsel first reported a position in Bank of America in Q1 2025 and held it in 1 quarter.
Uniplan Investment Counsel's Bank of America position peaked at $7.16K in Q1 2025.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Uniplan Investment Counsel's 13F filing for Q2 2025, filed 14 Aug 2025.