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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 63 of 110  ·  2,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 NVTS NAVITAS SEMICONDUCTOR CORP Technology 826,674.0 $7.2M 0.00% -349K -29.7% $8.77 +178.0%
1242 EZPW EZCORP INC Financial Services 285,487.0 $7.2M 0.00% -269K -48.5% $25.38 +31.8%
1243 PPL CAP FDG INC 6,184,000.0 $7.2M 0.00% -501K -7.5% $1.17
1244 SYLD CAMBRIA ETF TR 95,515.0 $7.2M 0.00% -134K -58.4% $75.41 +3.8%
1245 ZD ZIFF DAVIS INC Communication Services 171,644.0 $7.2M 0.00% -69K -28.6% $41.96 +0.9%
1246 TNDM TANDEM DIABETES CARE INC Healthcare 373,224.0 $7.2M 0.00% -285K -43.3% $19.17 -21.5%
1247 AMERICAN WTR CAP CORP 7,152,000.0 $7.1M 0.00% -1.5M -17.4% $1.00
1248 CQP CHENIERE ENERGY PARTNERS L P Energy 110,356.0 $7.1M 0.00% -130K -54.2% $64.63 +0.1%
1249 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 694,287.0 $7.1M 0.00% -185K -21.0% $10.17 +0.7%
1250 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,523,812.0 $7.0M 0.00% -1.8M -54.2% $4.61 +9.8%
1251 FRESHPET INC 6,010,000.0 $6.9M 0.00% -5.7M -48.6% $1.15
1252 SBND COLUMBIA ETF TR I 367,083.0 $6.9M 0.00% -37K -9.1% $18.78 -0.1%
1253 NEXTERA ENERGY INC 122,445.0 $6.9M 0.00% -40K -24.6% $55.98
1254 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 528,184.0 $6.8M 0.00% -359K -40.5% $12.95 +0.8%
1255 WDIV SPDR INDEX SHS FDS 88,474.0 $6.8M -3K -3.1% $77.15 +5.8%
1256 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 144,496.0 $6.8M -27K -15.7% $47.14 -16.2%
1257 VYX NCR VOYIX CORPORATION Technology 1,071,241.0 $6.8M -216K -16.8% $6.33 +2.2%
1258 ALTL PACER FDS TR 154,294.0 $6.8M -21K -12.0% $43.88 +4.9%
1259 DUKE ENERGY CORP NEW 6,128,000.0 $6.8M -7.0M -53.2% $1.10
1260 ZG ZILLOW GROUP INC Communication Services 162,593.0 $6.7M -81K -33.3% $41.39 -10.8%
Page 63 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%