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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 165 of 285  ·  5,689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 EFC ELLINGTON FINANCIAL INC Real Estate 537,199.0 $6.4M +390K +265.5% $11.85 +13.4%
3282 LTC LTC PPTYS INC Real Estate 170,814.0 $6.3M +14K +9.1% $37.16 -2.1%
3283 BILI BILIBILI INC Technology 280,914.0 $6.3M -211K -42.9% $22.56 -23.8%
3284 ATHM AUTOHOME INC Communication Services 364,818.0 $6.3M +106K +41.2% $17.37 +4.1%
3285 MAKO MNG CORP 989,424.0 $6.3M NEW $6.39
3286 STK COLUMBIA SELIGM PREM TECH GR Financial Services 166,575.0 $6.3M +63K +60.3% $37.93 +42.9%
3287 UTZ UTZ BRANDS INC Consumer Defensive 796,586.0 $6.3M +231K +40.8% $7.92 -11.0%
3288 WINA WINMARK CORP Consumer Cyclical 14,712.0 $6.3M +9K +149.0% $427.54 -6.4%
3289 PML PIMCO MUN INCOME FD II Financial Services 830,277.0 $6.3M +426K +105.4% $7.57 -0.3%
3290 SUSB ISHARES TR 249,556.0 $6.3M -9K -3.6% $25.07 -0.5%
3291 BMBL BUMBLE INC Technology 1,914,553.0 $6.2M -614K -24.3% $3.26 -9.2%
3292 CNA CNA FINL CORP Financial Services 135,873.0 $6.2M -83K -37.9% $45.92 -3.0%
3293 BCX BLACKROCK RES & COMMODITIES Financial Services 517,765.0 $6.2M -101K -16.3% $12.05 -4.0%
3294 PURSUIT ATTRACTIONS AND HOSP 170,322.0 $6.2M -26K -13.1% $36.63
3295 WINNEBAGO INDS INC 6,915,000.0 $6.2M +1.4M +24.6% $0.90
3296 IMCR IMMUNOCORE HLDGS PLC Healthcare 206,866.0 $6.2M -5K -2.3% $30.15 -5.1%
3297 SNOWFLAKE INC 5,091,000.0 $6.2M -2.1M -29.4% $1.22
3298 TRND PACER FDS TR 188,403.0 $6.2M +4K +2.3% $33.04 +12.6%
3299 RAMP LIVERAMP HLDGS INC Technology 234,666.0 $6.2M +121K +106.6% $26.52 +42.3%
3300 GDEN GOLDEN ENTMT INC Consumer Cyclical 232,944.0 $6.2M +145K +163.7% $26.69 +7.0%
Page 165 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%