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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 19 of 110  ·  2,197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 7,488,811.0 $162.2M 0.01% -1.2M -13.4% $21.66 +4.9%
362 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,086,691.0 $161.5M 0.01% -260K -6.0% $39.52 +5.1%
363 EIX EDISON INTL Utilities 2,205,846.0 $161.4M 0.01% -57K -2.5% $73.18 -3.4%
364 CFG CITIZENS FINL GROUP INC Financial Services 2,682,294.0 $160.9M 0.01% -1.3M -32.7% $59.97 +4.8%
365 R RYDER SYS INC Industrials 783,508.0 $160.4M 0.01% -177K -18.4% $204.71 +11.5%
366 HUBB HUBBELL INC Industrials 321,073.0 $157.6M 0.01% -75K -19.0% $490.74 -6.0%
367 CNX CNX RES CORP Energy 4,046,677.0 $156.0M 0.01% -105K -2.5% $38.55 -3.1%
368 NEAR ISHARES U S ETF TR 3,059,416.0 $155.5M 0.01% -464K -13.2% $50.84 -0.3%
369 OWL BLUE OWL CAPITAL INC Financial Services 16,982,626.0 $155.1M 0.01% -5.6M -24.7% $9.13 +3.3%
370 FDN FIRST TR EXCHANGE-TRADED FD 658,163.0 $154.0M 0.01% -61K -8.5% $234.03 +14.9%
371 SGOL ETFS GOLD TR Financial Services 3,414,960.0 $152.4M 0.01% -329K -8.8% $44.62 -3.0%
372 ARKK ARK ETF TR 2,248,298.0 $152.0M 0.01% -297K -11.7% $67.59 +12.2%
373 GIS GENERAL MILLS INC Consumer Defensive 4,054,369.0 $150.9M 0.01% -930K -18.7% $37.22 -9.3%
374 ASX ASE TECHNOLOGY HLDG CO LTD Technology 6,833,380.0 $148.1M 0.01% -2.8M -29.3% $21.68 +46.2%
375 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,134,347.0 $148.1M 0.01% -1.6M -43.4% $69.37 +18.9%
376 JD JD.COM INC Consumer Cyclical 4,998,428.0 $147.8M 0.01% -1.5M -23.1% $29.57 +9.5%
377 MPLX MPLX LP Energy 2,573,276.0 $146.9M 0.01% -6.8M -72.5% $57.07 -2.6%
378 NTRA NATERA INC Healthcare 733,669.0 $146.7M 0.01% -28K -3.6% $199.99 -2.0%
379 KRG KITE REALTY GROUP TRUST Real Estate 5,952,067.0 $146.1M 0.01% -416K -6.5% $24.55 +6.6%
380 CLX CLOROX CO DEL Consumer Defensive 1,405,774.0 $145.7M 0.01% -60K -4.1% $103.63 -10.7%
Page 19 of 110  ·  2,197 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%