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Portfolio (Quarterly) Guide ↗

BANK OF AMERICA CORP /DE/

· CIK 0000070858
13F Portfolio $1.47T AUM 29,308 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 595 New 3556 Added 3419 Reduced
Page 44 of 171  ·  3,419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 WTRG ESSENTIAL UTILS INC Utilities 855,101.0 $34.1M 0.00% -481K -36.0% $39.90 -8.4%
862 IXP ISHARES TR 275,904.0 $34.1M 0.00% -20K -6.7% $123.59 -0.0%
863 FBT FIRST TR EXCHANGE-TRADED FD 189,199.0 $33.9M 0.00% -3K -1.7% $179.29 +18.5%
864 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 1,228,428.0 $33.7M 0.00% -544K -30.7% $27.44 -44.3%
865 IVZ INVESCO LTD Financial Services 1,465,851.0 $33.6M 0.00% -1.4M -49.4% $22.94 +17.6%
866 XOP PUT SPDR SERIES TRUST 253,900.0 $33.6M 0.00% -415K -62.0% $132.20 +29.1%
867 CWST CASELLA WASTE SYS INC Industrials 353,749.0 $33.6M 0.00% -12K -3.3% $94.88 -8.1%
868 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 374,539.0 $33.6M 0.00% -119K -24.2% $89.59 +23.9%
869 EZM WISDOMTREE TR 508,342.0 $33.5M 0.00% -26K -4.8% $65.91 +9.2%
870 ITRI ITRON INC Technology 268,818.0 $33.5M 0.00% -71K -20.9% $124.56 -34.3%
871 COP PUT CONOCOPHILLIPS Energy 353,700.0 $33.5M 0.00% -10K -2.8% $94.59 +27.4%
872 APLS APELLIS PHARMACEUTICALS INC Healthcare 1,477,525.0 $33.4M 0.00% -949K -39.1% $22.63 +81.3%
873 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,398,930.0 $33.4M 0.00% -222K -13.7% $23.90 +82.0%
874 CNO CNO FINL GROUP INC Financial Services 844,331.0 $33.4M 0.00% -29K -3.3% $39.55 +19.8%
875 MTN VAIL RESORTS INC Consumer Cyclical 222,991.0 $33.4M 0.00% -164K -42.3% $149.57 -15.2%
876 CFA VICTORY PORTFOLIOS II 364,657.0 $33.2M 0.00% -16K -4.1% $90.98 +4.9%
877 RDN RADIAN GROUP INC Financial Services 914,214.0 $33.1M 0.00% -171K -15.8% $36.22 +3.8%
878 MYRG MYR GROUP INC DEL Industrials 159,155.0 $33.1M 0.00% -21K -11.8% $208.03 +111.0%
879 EUSA ISHARES INC 321,226.0 $33.1M 0.00% -219K -40.6% $102.97 +6.7%
880 JJSF J & J SNACK FOODS CORP Consumer Defensive 343,449.0 $33.0M 0.00% -11K -3.0% $96.09 -23.2%
Page 44 of 171  ·  3,419 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 28.4%
Financial Services 19.1%
Industrials 9.7%
Consumer Cyclical 9.4%
Healthcare 9.0%
Communication Services 8.1%
Consumer Defensive 4.9%
Energy 4.2%
Utilities 2.7%
Real Estate 2.3%