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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 90 of 414  ·  8,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 BTG B2GOLD CORP Basic Materials 9,839,431.0 $48.7M 0.00% +3.2M +47.5% $4.95 -7.5%
1782 DDOG PUT DATADOG INC Technology 341,400.0 $48.6M 0.00% -28K -7.6% $142.40 +56.1%
1783 GTES GATES INDL CORP PLC Industrials 1,958,027.0 $48.6M 0.00% -285K -12.7% $24.82 -1.4%
1784 GS CALL GOLDMAN SACHS GROUP INC Financial Services 60,800.0 $48.4M 0.00% -89K -59.4% $796.35 +25.2%
1785 FRONTIER COMMUNICATIONS PARE 1,295,353.0 $48.4M 0.00% -105K -7.5% $37.35
1786 BIDD BLACKROCK ETF TRUST 1,727,873.0 $48.4M 0.00% -61K -3.4% $27.98 +12.2%
1787 F CALL FORD MTR CO Consumer Cyclical 4,035,500.0 $48.3M 0.00% +921K +29.6% $11.96 +24.8%
1788 WDC CALL WESTERN DIGITAL CORP Technology 401,000.0 $48.1M 0.00% NEW $120.06 +303.4%
1789 LNC LINCOLN NATL CORP IND Financial Services 1,193,751.0 $48.1M 0.00% -19K -1.6% $40.33 -10.7%
1790 URBN URBAN OUTFITTERS INC Consumer Cyclical 673,846.0 $48.1M 0.00% -179K -20.9% $71.43 +2.2%
1791 ANET PUT ARISTA NETWORKS INC Technology 330,100.0 $48.1M 0.00% +80K +32.0% $145.71 +5.7%
1792 NU PUT NU HLDGS LTD Financial Services 2,998,067.0 $48.0M 0.00% -891K -22.9% $16.01 -20.5%
1793 ENPH ENPHASE ENERGY INC Energy 1,355,245.0 $48.0M 0.00% +548K +67.9% $35.39 +80.9%
1794 ICF ISHARES TR 776,694.0 $47.9M 0.00% -14K -1.8% $61.62 +10.9%
1795 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 598,697.0 $47.8M 0.00% +182K +43.7% $79.90 -1.0%
1796 ADBE PUT ADOBE INC Technology 135,400.0 $47.8M 0.00% -29K -17.6% $352.75 -30.6%
1797 IYE ISHARES TR 1,003,440.0 $47.7M 0.00% -163K -14.0% $47.52 +32.5%
1798 PB PROSPERITY BANCSHARES INC Financial Services 714,136.0 $47.4M 0.00% +11K +1.5% $66.35 +4.1%
1799 MNDY MONDAY COM LTD Technology 244,517.0 $47.4M 0.00% -41K -14.5% $193.69 -59.2%
1800 OPCH OPTION CARE HEALTH INC Healthcare 1,705,416.0 $47.3M 0.00% +18K +1.1% $27.76 -24.6%
Page 90 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%