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
2025 Q4	–	Sell	-48,300	Closed	-$2.49M	–	2072
2025 Q3	$2.49M	Hold	48,300	–	–	﹤0.01%	1191
2025 Q2	$2.29M	Hold	48,300	–	–	﹤0.01%	1179
2025 Q1	$2.02M	Buy	+48,300	New	+$2.15M	﹤0.01%	1197

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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. 2,882 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.
2,882 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.