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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 214 of 414  ·  8,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 XP CALL XP INC Financial Services 203,500.0 $3.8M +63K +44.5% $18.79 -9.7%
4262 GBND GOLDMAN SACHS ETF TR 75,000.0 $3.8M $50.95 -0.7%
4263 STEM INC 217,871.0 $3.8M +111K +104.0% $17.52
4264 INCY PUT INCYTE CORP Healthcare 45,000.0 $3.8M NEW $84.81 +14.1%
4265 CALL QIAGEN NV 85,400.0 $3.8M +35K +70.8% $44.68
4266 KIO KKR INCOME OPPORTUNITIES FD Financial Services 302,517.0 $3.8M -38K -11.1% $12.60 -10.2%
4267 TWI TITAN INTL INC ILL Industrials 504,011.0 $3.8M -80K -13.8% $7.56 -4.5%
4268 MRTN MARTEN TRANS LTD Industrials 356,999.0 $3.8M +67K +23.2% $10.66 +61.7%
4269 GSM FERROGLOBE PLC Basic Materials 836,095.0 $3.8M -88K -9.5% $4.55 -4.8%
4270 YUM CALL YUM BRANDS INC Consumer Cyclical 25,000.0 $3.8M +8K +50.6% $152.00 -1.3%
4271 SRET GLOBAL X FDS 175,402.0 $3.8M +96K +120.5% $21.64 +4.0%
4272 NDAQ CALL NASDAQ INC Financial Services 42,900.0 $3.8M NEW $88.45 +4.6%
4273 NDAQ PUT NASDAQ INC Financial Services 42,900.0 $3.8M NEW $88.45 +4.6%
4274 TSN PUT TYSON FOODS INC Consumer Defensive 69,800.0 $3.8M $54.30 +12.4%
4275 YEXT YEXT INC Technology 444,660.0 $3.8M -69K -13.5% $8.52 -52.8%
4276 BSMV INVESCO EXCH TRD SLF IDX FD 180,310.0 $3.8M -5K -2.7% $21.01 -0.2%
4277 RGR STURM RUGER & CO INC Industrials 87,076.0 $3.8M +36K +71.2% $43.47 -10.1%
4278 BUSE FIRST BUSEY CORP Financial Services 163,073.0 $3.8M -1K -0.8% $23.15 +18.2%
4279 VRT PUT VERTIV HOLDINGS CO Industrials 25,000.0 $3.8M -915K -97.3% $150.86 +109.3%
4280 REAX THE REAL BROKERAGE INC Real Estate 898,995.0 $3.8M +352K +64.4% $4.18 -56.9%
Page 214 of 414  ·  8,279 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%