BANK OF AMERICA CORP /DE/

PublicCIK: 70858
BACNYSEBACRPOTCBAC-PONYSE+14 more
Location

CHARLOTTE, NC

📋 What this filing means

BANK OF AMERICA CORP /DE/ filed this quarterly 13F‑HR report disclosing 5689 equity positions with a total reported market value of $1.37T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5689
Positions
$1.37T
Total AUM (reported)
14.94B
Total Shares

Allocation by class

TOTAL AUM$1.37T5689 positions
COM$578.11B42.3%
CL A$35.56B2.6%
VALUE ETF$25.85B1.9%
COM NEW$24.21B1.8%
GROWTH ETF$23.87B1.7%
TR UNIT$20.99B1.5%
CAP STK CL A$19.78B1.4%

Portfolio Concentration

Top 36.6%4–1010.7%11–2513.3%Rest69.4%TOP 1017.3%0%100%
Top 3$90.18B6.6%
4–10$146.35B10.7%
11–25$182.15B13.3%
Rest$949.30B69.4%

Top 3 weight

6.6%

Top 10 weight

17.3%

Voting Authority Distribution

Total shares with voting rights: 14.94B

Sole

Full voting authority

4.96B

shares

% of voting shares33.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.99B

shares

% of voting shares66.8%

Investment Discretion (by position count)

Sole0
Shared0
Other5689
Dominant voting typeNone · 66.8% of voting shares
Institutional Holdings5689
Rows:

NVIDIA CORPORATION

DFND
COM
Shares191.20M
TypeSH
Market value$33.35B
2.44%
Sole
50.67M
Shared
0.00
None
140.53M

APPLE INC

DFND
COM
Shares120.73M
TypeSH
Market value$30.64B
2.24%
Sole
37.60M
Shared
0.00
None
83.12M

MICROSOFT CORP

DFND
COM
Shares70.77M
TypeSH
Market value$26.20B
1.91%
Sole
21.48M
Shared
0.00
None
49.29M

VANGUARD INDEX FDS

DFND
VALUE ETF
Shares131.68M
TypeSH
Market value$25.84B
1.89%
Sole
2.56M
Shared
0.00
None
129.12M

VANGUARD INDEX FDS

DFND
GROWTH ETF
Shares54.65M
TypeSH
Market value$23.87B
1.74%
Sole
1.58M
Shared
0.00
None
53.07M

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares32.28M
TypeSH
Market value$20.99B
1.53%
Sole
16.43M
Shared
0.00
None
15.85M

ALPHABET INC

DFND
CAP STK CL A
Shares68.77M
TypeSH
Market value$19.78B
1.45%
Sole
16.05M
Shared
0.00
None
52.72M

JPMORGAN CHASE & CO

DFND
COM
Shares65.66M
TypeSH
Market value$19.31B
1.41%
Sole
27.52M
Shared
0.00
None
38.14M

ISHARES TR

DFND
CORE MSCI EAFE
Shares203.09M
TypeSH
Market value$18.39B
1.34%
Sole
37.09M
Shared
0.00
None
166M

BROADCOM INC

DFND
COM
Shares58.74M
TypeSH
Market value$18.18B
1.33%
Sole
16.04M
Shared
0.00
None
42.70M

AMAZON COM INC

DFND
COM
Shares84.18M
TypeSH
Market value$17.53B
1.28%
Sole
23.89M
Shared
0.00
None
60.29M

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares27.44M
TypeSH
Market value$16.40B
1.20%
Sole
16.28M
Shared
0.00
None
11.16M

ISHARES INC

DFND
CORE MSCI EMKT
Shares219.87M
TypeSH
Market value$15.34B
1.12%
Sole
25.88M
Shared
0.00
None
193.99M

ISHARES TR

DFND
CORE S&P500 ETF
Shares20.08M
TypeSH
Market value$13.12B
0.96%
Sole
12.26M
Shared
0.00
None
7.81M

VANGUARD TAX-MANAGED FDS

DFND
VAN FTSE DEV MKT
Shares198.68M
TypeSH
Market value$12.73B
0.93%
Sole
88.30M
Shared
0.00
None
110.38M

META PLATFORMS INC

DFND
CL A
Shares21.04M
TypeSH
Market value$12.04B
0.88%
Sole
5.52M
Shared
0.00
None
15.52M

ISHARES TR

DFND
RUS 1000 GRW ETF
Shares27.67M
TypeSH
Market value$11.80B
0.86%
Sole
5.51M
Shared
0.00
None
22.16M

EXXON MOBIL CORP

DFND
COM
Shares68.48M
TypeSH
Market value$11.62B
0.85%
Sole
14.83M
Shared
0.00
None
53.65M

ISHARES TR

DFND
US TREAS BD ETF
Shares474.77M
TypeSH
Market value$10.88B
0.80%
Sole
679.93K
Shared
0.00
None
474.09M

VANGUARD WORLD FD

DFND
INF TECH ETF
Shares15.11M
TypeSH
Market value$10.54B
0.77%
Sole
100.71K
Shared
0.00
None
15.01M

ISHARES TR

DFND
RUSSELL 2000 ETF
Shares41.60M
TypeSH
Market value$10.32B
0.75%
Sole
22.88M
Shared
0.00
None
18.71M

ELI LILLY & CO

DFND
COM
Shares11.13M
TypeSH
Market value$10.23B
0.75%
Sole
2.07M
Shared
0.00
None
9.06M

INVESCO QQQ TR

DFND
UNIT SER 1
Shares17.25M
TypeSH
Market value$9.96B
0.73%
Sole
9.20M
Shared
0.00
None
8.06M

ISHARES TR

DFND
RUS 1000 VAL ETF
Shares46.14M
TypeSH
Market value$9.86B
0.72%
Sole
4.48M
Shared
0.00
None
41.66M

VANGUARD SCOTTSDALE FDS

DFND
INT-TERM CORP
Shares118.46M
TypeSH
Market value$9.80B
0.72%
Sole
8.27M
Shared
0.00
None
110.20M
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