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 5665 equity positions with a total reported market value of $1.55T. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5665
Positions
$1.55T
Total AUM (reported)
15.85B
Total Shares

Allocation by class

TOTAL AUM$1.55T5665 positions
COM$650.40B41.9%
CL A$37.65B2.4%
COM NEW$31.20B2.0%
VALUE ETF$29.32B1.9%
GROWTH ETF$28.82B1.9%
CAP STK CL A$25.88B1.7%
TR UNIT$22.98B1.5%

Portfolio Concentration

Top 36.8%4–1011.2%11–2513.5%Rest68.5%TOP 1018.0%0%100%
Top 3$105.38B6.8%
4–10$173.24B11.2%
11–25$209.94B13.5%
Rest$1.06T68.5%

Top 3 weight

6.8%

Top 10 weight

18.0%

Voting Authority Distribution

Total shares with voting rights: 15.85B

Sole

Full voting authority

5.26B

shares

% of voting shares33.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

10.59B

shares

% of voting shares66.8%

Investment Discretion (by position count)

Sole0
Shared0
Other5665
Dominant voting typeNone · 66.8% of voting shares
Institutional Holdings5665
Rows:

NVIDIA CORPORATION

DFND
COM
Shares195.37M
TypeSH
Market value$39.09B
2.52%
Sole
51.63M
Shared
0.00
None
143.74M

APPLE INC

DFND
COM
Shares127.82M
TypeSH
Market value$36.99B
2.38%
Sole
37.69M
Shared
0.00
None
90.13M

VANGUARD INDEX FDS

DFND
VALUE ETF
Shares134.46M
TypeSH
Market value$29.30B
1.89%
Sole
2.54M
Shared
0.00
None
131.92M

VANGUARD INDEX FDS

DFND
GROWTH ETF
Shares334.52M
TypeSH
Market value$28.82B
1.86%
Sole
9.49M
Shared
0.00
None
325.03M

MICROSOFT CORP

DFND
COM
Shares73.29M
TypeSH
Market value$27.34B
1.76%
Sole
21.69M
Shared
0.00
None
51.60M

ALPHABET INC

DFND
CAP STK CL A
Shares72.42M
TypeSH
Market value$25.88B
1.67%
Sole
17.02M
Shared
0.00
None
55.40M

BROADCOM INC

DFND
COM
Shares61.42M
TypeSH
Market value$23.20B
1.49%
Sole
17.30M
Shared
0.00
None
44.13M

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares30.78M
TypeSH
Market value$22.98B
1.48%
Sole
16.83M
Shared
0.00
None
13.95M

JPMORGAN CHASE & CO

DFND
COM
Shares69.67M
TypeSH
Market value$22.80B
1.47%
Sole
31.25M
Shared
0.00
None
38.41M

AMAZON COM INC

DFND
COM
Shares93.22M
TypeSH
Market value$22.22B
1.43%
Sole
24.93M
Shared
0.00
None
68.29M

ISHARES TR

DFND
CORE MSCI EAFE
Shares204.78M
TypeSH
Market value$19.78B
1.27%
Sole
37.44M
Shared
0.00
None
167.35M

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares27.85M
TypeSH
Market value$19.13B
1.23%
Sole
16.57M
Shared
0.00
None
11.28M

ISHARES INC

DFND
CORE MSCI EMKT
Shares222.15M
TypeSH
Market value$18.40B
1.19%
Sole
27.73M
Shared
0.00
None
194.42M

ISHARES TR

DFND
CORE S&P500 ETF
Shares22.15M
TypeSH
Market value$16.59B
1.07%
Sole
13.81M
Shared
0.00
None
8.35M

VANGUARD TAX-MANAGED FDS

DFND
VAN FTSE DEV MKT
Shares201.62M
TypeSH
Market value$14.37B
0.93%
Sole
88M
Shared
0.00
None
113.62M

VANGUARD WORLD FD

DFND
INF TECH ETF
Shares115.99M
TypeSH
Market value$13.86B
0.89%
Sole
977.09K
Shared
0.00
None
115.02M

ELI LILLY & CO

DFND
COM
Shares11.27M
TypeSH
Market value$13.52B
0.87%
Sole
1.99M
Shared
0.00
None
9.28M

ISHARES TR

DFND
RUS 1000 GRW ETF
Shares108.37M
TypeSH
Market value$13.46B
0.87%
Sole
21.87M
Shared
0.00
None
86.51M

INVESCO QQQ TR

DFND
UNIT SER 1
Shares16.94M
TypeSH
Market value$12.47B
0.80%
Sole
9.94M
Shared
0.00
None
6.99M

META PLATFORMS INC

DFND
CL A
Shares22.09M
TypeSH
Market value$12.44B
0.80%
Sole
5.39M
Shared
0.00
None
16.70M

MICRON TECHNOLOGY INC

DFND
COM
Shares10.17M
TypeSH
Market value$11.74B
0.76%
Sole
5.68M
Shared
0.00
None
4.49M

ALPHABET INC

DFND
CAP STK CL C
Shares32.58M
TypeSH
Market value$11.51B
0.74%
Sole
13.01M
Shared
0.00
None
19.57M

ISHARES TR

DFND
US TREAS BD ETF
Shares488.60M
TypeSH
Market value$11.13B
0.72%
Sole
684.40K
Shared
0.00
None
487.91M

ISHARES TR

DFND
RUS 1000 VAL ETF
Shares44.71M
TypeSH
Market value$10.84B
0.70%
Sole
4.45M
Shared
0.00
None
40.26M

ISHARES TR

DFND
RUSSELL 2000 ETF
Shares35.58M
TypeSH
Market value$10.69B
0.69%
Sole
19.18M
Shared
0.00
None
16.40M
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