BANK OF AMERICA CORP /DE/

CIK 0000070858 · Q2 2026

13F Equity AUM

$1.6T

+13.5% QoQ

Positions

5,665

-4724 QoQ

AUM Rank

#107

Top 0.9%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,735 · Top 45%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 10.4%Top 10: 17.9%Top 20: 27.9%

NVDA2.5%

AAPL2.4%

VTV1.9%

VUG1.9%

MSFT1.8%

GOOGL1.7%

AVGO1.5%

SPY1.5%

JPM1.5%

AMZN1.4%

Others (4737)82.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 4747Median: 0.00%Avg: 0.02%

0–0.5%

4715(64.3%)

0.5–1%

18(13.0%)

1–3%

14(22.7%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 4,747vs 20 funds

0%Low

4,747

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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