Security record · archived quarter
BAC
Bank of America Corporation · Financial Services · Banks - Diversified
3Tracked holders
0Δ holders
4.59MShares held
$208.17MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 4.59M | $208.17M | n/a | n/a |
| Q2 2026 | 188 | -2 | 4.41B | $251.41B | +4 | −5 |
| Q1 2026 | 192 | +2 | 4.43B | $215.65B | +5 | −4 |
| Q4 2025 | 189 | -2 | 4.81B | $264.32B | +1 | −2 |
| Q3 2025 | 33 | +2 | 3.45B | $178.00B | +2 | −1 |
| Q2 2025 | 29 | +1 | 3.03B | $143.45B | +1 | n/a |
| Q1 2025 | 25 | 0 | 1.69B | $70.68B | n/a | n/a |
| Q4 2024 | 25 | -2 | 1.75B | $76.87B | n/a | −2 |
| Q3 2024 | 26 | +5 | 1.56B | $61.89B | +5 | n/a |
| Q2 2024 | 21 | n/a | 1.75B | $69.49B | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.96M | +2.3% | $120.12M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 1.11M | -0.6% | $59.61M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | Assenagon Asset Management S.A. | 522.47K | +24.8% | $28.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,431 holders, 5.20B shares, $242.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
In the news
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
Get this via the API