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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 83 of 155  ·  3,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 APPS DIGITAL TURBINE INC Technology 3,619,171.0 $10.4M 0.00% +932K +34.7% $2.88 +58.0%
1642 FTXO FIRST TR EXCHANGE TRADED FD 288,154.0 $10.4M 0.00% +83K +40.7% $36.17 +5.6%
1643 BANR BANNER CORP Financial Services 171,439.0 $10.4M 0.00% +24K +16.5% $60.68 +6.5%
1644 WOLF WOLFSPEED INC Technology 637,052.0 $10.4M 0.00% +602K +1705.9% $16.32 +327.6%
1645 VOYG VOYAGER TECHNOLOGIES INC Industrials 444,434.0 $10.4M 0.00% +217K +95.7% $23.39 +90.9%
1646 AGYS AGILYSYS INC Technology 146,118.0 $10.4M 0.00% +39K +35.8% $71.14 +12.2%
1647 BKSY BLACKSKY TECHNOLOGY INC Technology 412,891.0 $10.4M 0.00% +301K +267.6% $25.16 +90.3%
1648 RLJ RLJ LODGING TR Real Estate 1,398,798.0 $10.4M 0.00% +574K +69.5% $7.42 +29.1%
1649 JHEM JOHN HANCOCK EXCHANGE TRADED 302,848.0 $10.4M 0.00% +81K +36.7% $34.26 +14.2%
1650 PUMP PROPETRO HLDG CORP Energy 719,724.0 $10.4M 0.00% +469K +186.9% $14.41 +17.6%
1651 CII BLACKROCK ENHANCED LARGE CAP Financial Services 492,949.0 $10.4M 0.00% +36K +7.9% $21.02 +17.9%
1652 BBCA J P MORGAN EXCHANGE TRADED F 109,564.0 $10.3M 0.00% +16K +17.2% $94.06 +6.9%
1653 CODI COMPASS DIVERSIFIED Industrials 1,306,527.0 $10.3M 0.00% +627K +92.4% $7.86 +45.8%
1654 BME BLACKROCK HEALTH SCIENCES TR Financial Services 266,499.0 $10.3M 0.00% +50K +23.1% $38.51 +2.9%
1655 ILCB ISHARES TR 114,117.0 $10.3M 0.00% +12K +11.8% $89.86 +14.9%
1656 SOCL GLOBAL X FDS 236,306.0 $10.2M 0.00% +40K +20.4% $43.30 +2.4%
1657 SAM BOSTON BEER INC Consumer Defensive 44,352.0 $10.2M 0.00% +4K +8.6% $230.40 -17.5%
1658 NX QUANEX BLDG PRODS CORP Industrials 567,193.0 $10.2M 0.00% +158K +38.7% $17.97 -1.4%
1659 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 280,055.0 $10.2M 0.00% +83K +41.8% $36.35 +27.9%
1660 NAVI NAVIENT CORPORATION Financial Services 1,243,764.0 $10.2M 0.00% +748K +150.9% $8.18 +3.2%
Page 83 of 155  ·  3,084 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%