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Unisphere Establishment’s Bank of America BAC Stock Holding History

Unisphere Establishment’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 		$233M Sell
4,774,000
-863,300
-15% -$44.5M 1.96% 14
2025
Q4 		$310M Buy
5,637,300
+1,000,000
+22% +$52.9M 2.32% 13
2025
Q3 		$239M Buy
4,637,300
+483,400
+12% +$23.6M 1.88% 15
2025
Q2 		$197M Sell
4,153,900
-41,100
-1% -$1.73M 1.58% 17
2025
Q1 		$175M Buy
4,195,000
+3,954,250
+1,642% +$176M 1.53% 19
2024
Q4 		$10.6M Buy
240,750
+50,750
+27% +$2.23M 0.09% 43
2024
Q3 		$7.54M Buy
+190,000
New +$7.61M 0.07% 50

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unisphere Establishment's BAC Position: Q1 2026 in Review

Unisphere Establishment reduced its Bank of America (BAC) stake by 15% in Q1 2026, selling an estimated $44.5M and leaving 4,774,000 shares worth $233M. The position accounts for 1.96% of the portfolio, ranked #14.

Unisphere Establishment first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $310M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Unisphere Establishment held 4,774,000 shares of Bank of America worth $233M as of Q1 2026.
  • Unisphere Establishment sold 863,300 Bank of America shares in Q1 2026, an estimated $44.5M.
  • Bank of America made up 1.96% of Unisphere Establishment's portfolio in Q1 2026, its #14 holding.
  • Unisphere Establishment first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • Unisphere Establishment's Bank of America position peaked at $310M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.