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Portfolio (Quarterly) Guide ↗

BANK OF AMERICA CORP /DE/

· CIK 0000070858
13F Portfolio $1.37T AUM 17,872 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 248 New 3084 Added 2197 Reduced 2838 Exited
Page 4 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JAZZ INVESTMENTS I LTD 5,049,000.0 $7.1M 0.00% NEW $1.42
62 STRATEGY INC 8,398,000.0 $7.0M 0.00% NEW $0.83
63 WLTH WEALTHFRONT CORP Technology 743,163.0 $6.9M 0.00% NEW $9.25 +29.7%
64 UPSTART HLDGS INC 9,509,000.0 $6.7M NEW $0.71
65 PPL CORP 128,323.0 $6.6M NEW $51.29
66 MAKO MNG CORP 989,424.0 $6.3M NEW $6.39
67 PUTNAM ETF TRUST 685,383.0 $6.1M NEW $8.97
68 FTCA PUTNAM ETF TRUST 827,191.0 $6.0M NEW $7.28 +0.0%
69 BRIDGEBIO PHARMA INC 3,545,000.0 $6.0M NEW $1.69
70 ORACLE CORP 130,341.0 $5.9M NEW $45.01
71 FUBO FUBOTV INC Communication Services 586,749.0 $5.6M NEW $9.46 +0.7%
72 DIVERSIFIED ENERGY CO 304,613.0 $5.3M NEW $17.44
73 MAN ETF SER TR 200,000.0 $5.2M NEW $25.87
74 BETA BETA TECHNOLOGIES INC Industrials 348,097.0 $5.1M NEW $14.70 -0.3%
75 MBBA BLACKROCK ETF TRUST II 102,120.0 $5.1M NEW $49.77 -1.7%
76 BLOCK INC 5,405,000.0 $5.1M NEW $0.93
77 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 125,804.0 $5.0M NEW $39.66 +26.2%
78 ISVL ISHARES TR 96,356.0 $4.6M NEW $48.11 +6.8%
79 MANE VERADERMICS INC Healthcare 65,675.0 $4.1M NEW $63.15 +58.9%
80 GUIDEWIRE SOFTWARE INC 4,081,000.0 $4.1M NEW $1.00
Page 4 of 13  ·  248 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Financial Services 18.9%
Industrials 10.3%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.1%
Consumer Defensive 5.3%
Energy 5.3%
Utilities 2.9%
Real Estate 2.5%