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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 44 of 110  ·  2,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TFIN TRIUMPH FINANCIAL INC Financial Services 460,088.0 $27.4M 0.00% -7K -1.4% $59.66 +11.9%
862 BIRKENSTOCK HOLDING PLC 765,230.0 $27.4M 0.00% -551K -41.9% $35.83
863 IAI ISHARES TR 166,791.0 $27.4M 0.00% -162K -49.2% $164.18 +9.6%
864 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,020,390.0 $27.2M 0.00% -2.8M -47.8% $9.02 +16.0%
865 QTWO Q2 HLDGS INC Technology 571,650.0 $27.0M 0.00% -58K -9.2% $47.30 -2.5%
866 BAB INVESCO EXCH TRADED FD TR II 1,002,874.0 $27.0M 0.00% -131K -11.6% $26.96 -1.5%
867 ALGM ALLEGRO MICROSYSTEMS INC Technology 855,453.0 $27.0M 0.00% -97K -10.2% $31.53 +45.7%
868 XSVM INVESCO EXCHANGE TRADED FD T 446,914.0 $26.9M 0.00% -21K -4.5% $60.26 +10.1%
869 SCHM SCHWAB STRATEGIC TR 869,673.0 $26.9M 0.00% -11K -1.2% $30.96 +12.2%
870 DWM WISDOMTREE TR 385,118.0 $26.9M 0.00% -3K -0.7% $69.89 +5.8%
871 VNT VONTIER CORPORATION Technology 757,627.0 $26.9M 0.00% -196K -20.5% $35.47 -16.5%
872 EGO ELDORADO GOLD CORP NEW Basic Materials 779,666.0 $26.8M 0.00% -56K -6.8% $34.33 -8.7%
873 ATS CORPORATION 945,875.0 $26.7M 0.00% -306K -24.4% $28.20
874 XSD SPDR SERIES TRUST 81,779.0 $26.7M 0.00% -4K -4.2% $326.12 +85.2%
875 BIDD BLACKROCK ETF TRUST 935,756.0 $26.6M 0.00% -792K -45.8% $28.43 +10.4%
876 ORA ORMAT TECHNOLOGIES INC Utilities 236,541.0 $26.5M 0.00% -3K -1.2% $111.92 +19.2%
877 STBA S & T BANCORP INC Financial Services 631,867.0 $26.4M 0.00% -50K -7.4% $41.83 +7.2%
878 ESNT ESSENT GROUP LTD Financial Services 452,198.0 $26.4M 0.00% -117K -20.5% $58.44 +4.0%
879 CVSA COVISTA INC Consumer Cyclical 228,136.0 $26.3M 0.00% -8K -3.5% $115.25 +8.6%
880 FXO FIRST TR EXCHANGE-TRADED FD 467,381.0 $26.3M 0.00% -10K -2.2% $56.19 +5.8%
Page 44 of 110  ·  2,197 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%