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BANK OF AMERICA CORP /DE/
/ Institutional moves
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Back to BANK OF AMERICA CORP /DE/
BA
Bank of America Corp /De/
Institutional position changes, all quarters
828 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
Victory Capital Management, Inc.
Jun 30, 2026
+6,041,176
+24%
31,441,932
$344.23M
high
Trimmed
DEUTSCHE BANK AG
Jun 30, 2026
-5,768,985
-12%
41,403,518
$328.72M
high
Added
BlackRock, Inc.
Jun 30, 2026
+3,207,678
+0.6%
545,683,702
$182.77M
high
Exited
ONTARIO TEACHERS PENSION PLAN BOARD
Jun 30, 2026
-2,725,808
-100%
0
$149.92M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+1,816,738
+12%
16,493,635
$103.52M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-1,687,100
-100%
0
$92.79M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+1,282,878
+0.4%
299,782,707
$73.10M
high
Exited
MKP Capital Management, L.L.C.
Jun 30, 2026
-1,100,000
-100%
0
$60.50M
high
New
Cornerstone Advisors, LLC
Jun 30, 2026
+554,996
New
554,996
$31.62M
medium
Trimmed
The PNC Financial Services Group, Inc.
Jun 30, 2026
-367,751
-4.1%
8,639,800
$20.95M
medium
Trimmed
WINTON GROUP Ltd
Jun 30, 2026
-210,751
-91%
20,575
$12.01M
medium
Added
Dakota Wealth Management
Jun 30, 2026
+192,429
+95%
394,512
$10.96M
medium
Added
LPL Financial LLC
Jun 30, 2026
+180,782
+2.1%
8,977,596
$10.30M
medium
New
Temasek Holdings (Private) Limited
Jun 30, 2026
+173,972
New
173,972
$9.91M
medium
Trimmed
PZENA INVESTMENT MANAGEMENT LLC
Jun 30, 2026
-112,391
-1.7%
6,310,363
$6.40M
medium
Trimmed
Unison Asset Management LLC
Jun 30, 2026
-106,182
-61%
68,221
$6.05M
medium
Added
Lido Advisors, LLC
Jun 30, 2026
+102,066
+22%
566,034
$5.82M
medium
Added
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
+95,437
+7.1%
1,443,485
$5.44M
medium
Trimmed
Arizona State Retirement System
Jun 30, 2026
-93,878
-4.7%
1,883,657
$5.35M
medium
Exited
MARVIN & PALMER ASSOCIATES INC
Jun 30, 2026
-69,206
-100%
0
$3.81M
low
Added
Wealthfront Advisers LLC
Jun 30, 2026
+59,288
+6.3%
995,089
$3.38M
low
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-55,947
-83%
11,385
$3.19M
low
Trimmed
Quadrature Capital Ltd
Jun 30, 2026
-52,018
-16%
264,415
$2.96M
low
Added
Perfromance Wealth Partners, LLC
Jun 30, 2026
+48,544
+88%
103,917
$2.77M
low
Trimmed
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
-46,752
-98%
878
$2.67M
low
Exited
FOCUSED ALPHA, LLC
Jun 30, 2026
-45,452
-100%
0
$2.50M
low
Added
Plato Investment Management Ltd
Jun 30, 2026
+42,863
+23%
230,368
$2.43M
low
Trimmed
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Jun 30, 2026
-41,034
-85%
7,522
$2.34M
low
Trimmed
Texas Capital Bank Wealth Management Services Inc
Jun 30, 2026
-36,980
-45%
45,201
$2.11M
low
Exited
Versor Investments LP
Jun 30, 2026
-27,900
-100%
0
$1.53M
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+20,490
+27%
95,217
$1.17M
low
Exited
Persistent Asset Partners Ltd
Jun 30, 2026
-21,050
-100%
0
$1.16M
low
Trimmed
Inlet Private Wealth, LLC
Jun 30, 2026
-16,030
-13%
110,919
$913.4K
low
Added
Sigma Planning Corp
Jun 30, 2026
+15,126
+13%
130,572
$861.9K
low
Trimmed
AMG National Trust Bank
Jun 30, 2026
-14,954
-25%
44,072
$852.1K
low
Added
Timothy G. Youngquist 2020 Irrevocable Trust
Jun 30, 2026
+14,210
+599%
16,583
$809.7K
low
Exited
PURSUE WEALTH PARTNERS LLC
Jun 30, 2026
-12,205
-100%
0
$671.0K
low
Exited
AlphaQuest LLC
Jun 30, 2026
-10,681
-100%
0
$587.5K
low
Added
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
+10,111
+6.4%
168,999
$576.1K
low
Trimmed
Tweedy, Browne Co LLC
Jun 30, 2026
-9,686
-2.6%
364,776
$551.9K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-9,487
-23%
32,498
$540.6K
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+8,580
+17%
57,609
$488.9K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-8,481
-35%
15,521
$483.3K
low
Added
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
+8,052
+10%
85,572
$463.5K
low
Trimmed
BTGP Boreas Fund LP - Series A
Jun 30, 2026
-7,899
-68%
3,643
$450.1K
low
Exited
MQS Management LLC
Jun 30, 2026
-7,719
-100%
0
$424.5K
low
Exited
Phillips Wealth Planners LLC
Jun 30, 2026
-7,857
-100%
0
$409.1K
low
Trimmed
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-7,125
-27%
19,608
$406.0K
low
Added
Ethos Financial Group, LLC
Jun 30, 2026
+6,179
+26%
30,154
$368.3K
low
Exited
Tranquilli Financial Advisor LLC
Jun 30, 2026
-6,551
-100%
0
$360.3K
low
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