UniSuper Management’s Bank of America BAC Stock Holding History

UniSuper Management’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	$203M	Sell	4,173,354 -229,332	-5%	-$11.8M	1.33%	12
2025 Q4	$242M	Sell	4,402,686 -700,281	-14%	-$37M	1.45%	12
2025 Q3	$263M	Sell	5,102,967 -274,768	-5%	-$13.4M	1.61%	12
2025 Q2	$254M	Sell	5,377,735 -439,167	-8%	-$18.5M	1.71%	11
2025 Q1	$243M	Buy	5,816,902 +28,250	+0.5%	+$1.26M	1.81%	11
2024 Q4	$254M	Buy	5,788,652 +440,474	+8%	+$19.4M	1.83%	11
2024 Q3	$212M	Buy	5,348,178 +162,532	+3%	+$6.51M	1.6%	12
2024 Q2	$206M	Buy	5,185,646 +185,275	+4%	+$7.1M	1.71%	9
2024 Q1	$190M	Buy	5,000,371 +1,345,289	+37%	+$46.2M	1.81%	10
2023 Q4	$123M	Buy	3,655,082 +424,018	+13%	+$12.3M	1.36%	17
2023 Q3	$88.5M	Buy	3,231,064 +267,051	+9%	+$7.9M	1.08%	20
2023 Q2	$85M	Buy	+2,964,013	New	+$84.6M	0.97%	23

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

UniSuper Management's BAC Position: Q1 2026 in Review

UniSuper Management reduced its Bank of America (BAC) stake by 5.2% in Q1 2026, selling an estimated $11.8M and leaving 4,173,354 shares worth $203M. The position accounts for 1.33% of the portfolio, ranked #12.

UniSuper Management first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $263M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

UniSuper Management held 4,173,354 shares of Bank of America worth $203M as of Q1 2026.
UniSuper Management sold 229,332 Bank of America shares in Q1 2026, an estimated $11.8M.
Bank of America made up 1.33% of UniSuper Management's portfolio in Q1 2026, its #12 holding.
UniSuper Management first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's Bank of America position peaked at $263M in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.