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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 124 of 285  ·  5,689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 UFCS UNITED FIRE GROUP INC Financial Services 497,418.0 $18.4M 0.00% -34K -6.4% $37.06 +32.6%
2462 GTX GARRETT MOTION INC Consumer Cyclical 1,013,821.0 $18.4M 0.00% -11K -1.1% $18.17 +93.3%
2463 PARR PAR PAC HOLDINGS INC Energy 293,552.0 $18.4M 0.00% -113K -27.8% $62.64 -20.2%
2464 PAYO PAYONEER GLOBAL INC Technology 3,795,863.0 $18.3M 0.00% +377K +11.0% $4.83 +45.5%
2465 USO UNITED STS OIL FD LP Financial Services 143,881.0 $18.3M 0.00% +70K +96.0% $127.25 -11.9%
2466 VRNS VARONIS SYS INC Technology 852,210.0 $18.3M 0.00% -137K -13.8% $21.47 +54.8%
2467 LCID LUCID GROUP INC Consumer Cyclical 1,919,073.0 $18.3M 0.00% +699K +57.2% $9.53 -45.2%
2468 TIGO MILLICOM INTL CELLULAR S A Communication Services 243,778.0 $18.3M 0.00% +170K +229.5% $74.94 +14.9%
2469 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 1,128,853.0 $18.3M 0.00% +80K +7.6% $16.17 -1.0%
2470 STNG SCORPIO TANKERS INC Energy 244,364.0 $18.2M 0.00% -302K -55.2% $74.66 +11.1%
2471 CXT CRANE NXT CO Industrials 449,024.0 $18.2M 0.00% +217K +93.9% $40.59 +14.1%
2472 CIFR CIPHER DIGITAL INC Financial Services 1,414,667.0 $18.2M 0.00% -203K -12.6% $12.87 +127.7%
2473 LAD LITHIA MTRS INC Consumer Cyclical 72,855.0 $18.2M 0.00% -3K -4.6% $249.72 +18.4%
2474 ALG ALAMO GROUP INC Industrials 110,270.0 $18.2M 0.00% -18K -13.7% $164.97 -2.6%
2475 QLYS QUALYS INC Technology 206,645.0 $18.2M 0.00% -114K -35.6% $87.85 +27.7%
2476 KLIC KULICKE & SOFFA INDS INC Technology 275,933.0 $18.1M 0.00% +92K +49.7% $65.72 +80.4%
2477 TAN INVESCO EXCH TRADED FD TR II 325,356.0 $18.1M 0.00% +21K +7.0% $55.71 +9.4%
2478 AGX ARGAN INC Industrials 33,271.0 $18.1M 0.00% -45K -57.7% $544.65 +37.2%
2479 BKGI BNY MELLON ETF TRUST 405,460.0 $18.1M 0.00% NEW $44.54 +0.6%
2480 SPIP SPDR SERIES TRUST 693,510.0 $18.0M 0.00% +36K +5.5% $26.01 -1.6%
Page 124 of 285  ·  5,689 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%