Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Bank of America BAC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$265M Sell
4,680,923
-298,460
-6% -$15.9M 0.4% 36
2026
Q1 		$242M Sell
4,979,383
-333,431
-6% -$17.2M 0.42% 34
2025
Q4 		$291M Buy
5,312,814
+406,666
+8% +$21.5M 0.47% 26
2025
Q3 		$253M Sell
4,906,148
-91,973
-2% -$4.49M 0.42% 33
2025
Q2 		$237M Sell
4,998,121
-93,522
-2% -$3.93M 0.42% 33
2025
Q1 		$212M Buy
5,091,643
+131,933
+3% +$5.88M 0.42% 37
2024
Q4 		$218M Buy
+4,959,710
New +$218M 0.43% 38

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's BAC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Bank of America (BAC) stake by 6% in Q2 2026, selling an estimated $15.9M and leaving 4,680,923 shares worth $265M. The position accounts for 0.4% of the portfolio, ranked #36.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $291M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 4,680,923 shares of Bank of America worth $265M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 298,460 Bank of America shares in Q2 2026, an estimated $15.9M.
  • Bank of America made up 0.4% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #36 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Bank of America position peaked at $291M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.