BAC-PL
Bank of America Corporation · Financial Services · Banks - Diversified
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | -2 | 6.42M | $1.26B | — | −3 |
| Q1 2026 | 59 | +1 | 5.60M | $1.30B | +3 | −2 |
| Q4 2025 | 57 | -1 | 5.66M | $1.35B | — | −1 |
| Q3 2025 | 8 | 0 | 366.94K | $431.41M | — | — |
| Q2 2025 | 5 | +1 | 407.18K | $294.63M | +1 | — |
| Q1 2025 | 2 | 0 | 48.53K | $59.87M | — | — |
| Q4 2024 | 2 | -1 | 57.40K | $69.42M | — | −1 |
| Q3 2024 | 2 | +1 | 7.66K | $9.79M | +1 | — |
| Q2 2024 | 1 | — | 7.28K | $8.71M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 152.66K | — | $185.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 40.91K | -11.7% | $49.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 37.27K | — | $45.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 12.34K | +455.5% | $14.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Wellington Management ✦ | 12.34K | +455.5% | $14.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Wellington Management ✦ | 12.34K | +455.5% | $14.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 12.34K | +455.5% | $14.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 12.34K | +455.5% | $14.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Millennium Management ✦ | 164.00K | New | $196,808 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $196,808 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 264 holders, 6.21M shares, $2.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.