Security record · archived quarter
BKAG
name pending profile ingest
22Tracked holders
0Δ holders
10.38MShares held
$435.61MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +13.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.34K | $333,822 | +1 | n/a |
| Q2 2026 | 22 | 0 | 10.38M | $435.61M | +1 | −1 |
| Q1 2026 | 22 | 0 | 9.15M | $386.33M | +2 | −2 |
| Q4 2025 | 22 | +1 | 6.18M | $262.05M | +2 | −1 |
| Q3 2025 | 4 | +1 | 206.00K | $8.78M | +1 | n/a |
| Q2 2025 | 2 | 0 | 70.85K | $2.99M | n/a | n/a |
| Q1 2025 | 1 | 0 | 115.34K | $4.86M | n/a | n/a |
| Q4 2024 | 1 | 0 | 579.23K | $23.88M | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $733,809 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.59K | $1.10M | n/a | n/a |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.45M | +2.8% | $102.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 238.03K | +1.8% | $9.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 101.82K | -17.1% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 82.17K | +360.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 10.12K | +3.8% | $424,651 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 9.87K | -21.0% | $413,882 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 6.45K | +53.5% | $270,692 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 5.02K | -17.3% | $210,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 38 | -98.5% | $1,601 | 0.0% | ▼ Trim | 2 | 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
| Goldman Sachs Group | $1.18M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 43.79M shares, $1.81B 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.
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: Q2 2026 ·
Methodology ·
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