Public record / Tickers / BAC

BAC — BANK OF AMERICA CORP /DE/

Both disclosure regimes on one name: who in Congress filed about BAC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
206
all PTR rows naming BAC
Members · 12m
6
2 buys · 7 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John W. Rose · $250K–$500K

Sale · traded 2019-11-12 → filed 2019-12-11. Ranked over every BAC row by the provable lower bound, never a point estimate.

6 members · 2 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

36 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

26 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 26 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BAC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BAC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$15K–$50K
2026-07-20James A. Himes D–CT-4Sale · JT (jointly owned)Traded 07-20 +0d$1K–$15K
2026-07-19Laurel M. Lee R–FL-15Sale · partial · SP (partial sale, spouse-owned)Traded 06-02 LATE·47d$1K–$15K
2026-06-03Tim Walberg R–MI-5Purchase · JT (jointly owned)Traded 2025-02-07 LATE·481d$15K–$50K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 206 ↗

Members active in BAC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BAC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$15.0K to $50.0K2
James A. Himes D–CT-41−$15.0K to −$1.0K2
Laurel M. Lee R–FL-151−$15.0K to −$1.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

6 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BAC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
2 James A. Himes D–CT-4, Laurel M. Lee R–FL-15 $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · BANK AMERICA CORP

Merged timeline of congressional filings and notable-manager moves on BAC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-07-20James A. Himes CongressSale$1K–$15K
2026-07-19Laurel M. Lee CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+32,504 sh
2026-05-15Gotham Asset Management 13Fadd+2,893 sh
2026-05-15Berkshire Hathaway 13Ftrim−3,671,769 sh
2026-05-15Himalaya Capital 13Ftrim−7,433,400 sh
2026-05-15Moore Capital Management 13Ftrim−423,360 sh
2026-05-15Tudor Investment Corp 13Ftrim−269,818 sh
2026-05-15Viking Global Investors 13Fexit−4,494,629 sh
2026-05-15D1 Capital Partners 13Fexit−1,245,247 sh
2026-05-14Caxton Associates 13Fnew+25,712 sh

12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BAC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$26.3B1
2BERKSHIRE HATHAWAY INC$25.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$20.0B1
4STATE STREET CORP$14.4B1
5FMR LLC$9.7B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$8.0B1
7GEODE CAPITAL MANAGEMENT, LLC$7.7B1
8Capital World Investors$7.0B1
9JPMORGAN CHASE & CO$6.2B1
10MORGAN STANLEY$5.3B1
11FRANKLIN RESOURCES INC$3.6B1
12NORTHERN TRUST CORP$3.1B1
13Invesco Ltd.$3.0B1
14GOLDMAN SACHS GROUP INC$2.9B1
15AMERIPRISE FINANCIAL INC$2.8B1
16Capital International Investors$2.3B1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.3B1
18WELLINGTON MANAGEMENT GROUP LLP$2.3B1
19DEUTSCHE BANK AG\$2.2B1
20Sanders Capital, LLC$2.2B1
21Legal & General Group Plc$2.2B1
22ROYAL BANK OF CANADA$2.2B1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.2B1
24Amundi$2.1B1
25Bank of New York Mellon Corp$2.0B1
26CITIGROUP INC$1.9B1
27VANGUARD FIDUCIARY TRUST CO$1.7B1
28DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6B1
29WELLS FARGO & COMPANY/MN$1.6B1
30DIMENSIONAL FUND ADVISORS LP$1.5B1
31BARCLAYS PLC$1.4B1
32ALLIANCEBERNSTEIN L.P.$1.4B1
33UBS Group AG$1.3B1
34VICTORY CAPITAL MANAGEMENT INC$1.2B1
35Nuveen, LLC$1.2B1
36BANK OF MONTREAL /CAN/$1.0B1
37HARRIS ASSOCIATES L P$922M1
38CANADA PENSION PLAN INVESTMENT BOARD$901M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$888M1
40National Pension Service$755M1
41Mitsubishi UFJ Asset Management Co., Ltd.$755M1
42Sumitomo Mitsui Trust Group, Inc.$744M1
43HSBC HOLDINGS PLC$738M1
44PARNASSUS INVESTMENTS, LLC$722M1
45PRINCIPAL FINANCIAL GROUP INC$703M1
46MILLENNIUM MANAGEMENT LLC$696M1
47Vanguard Global Advisers, LLC$673M1
48Clearbridge Investments, LLC$629M1
49Swedbank AB$609M1
50RAYMOND JAMES FINANCIAL INC$591M1
51VANGUARD ASSET MANAGEMENT, Ltd$576M1
52HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$575M1
53RHUMBLINE ADVISERS$570M1
54BARROW HANLEY MEWHINNEY & STRAUSS LLC$547M1
55LAZARD ASSET MANAGEMENT LLC$541M1
56ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$530M1
57CAPITOLIS LIQUID GLOBAL MARKETS LLC$496M1
58NATIONAL BANK OF CANADA /FI/$490M1
59BANK OF AMERICA CORP /DE/$488M1
60MASSACHUSETTS FINANCIAL SERVICES CO /MA/$487M1
61FIRST TRUST ADVISORS LP$485M1
62AQR CAPITAL MANAGEMENT LLC$471M1
63AMF Tjanstepension AB$466M1
64ENVESTNET ASSET MANAGEMENT INC$438M1
65Boston Partners$431M1
66LPL Financial LLC$422M1
67NEW YORK STATE COMMON RETIREMENT FUND$417M1
68Qube Research & Technologies Ltd$400M1
69BNP Paribas Asset Management Holding S.A.$398M1
70CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$366M1
71KING LUTHER CAPITAL MANAGEMENT CORP$358M1
72Eurizon Capital SGR S.p.A.$348M1
73AVIVA PLC$346M1
74Ensign Peak Advisors, Inc$345M1
75US BANCORP \DE\$343M1
76Baird Financial Group, Inc.$333M1
77FIFTH THIRD BANCORP$329M1
78HighTower Advisors, LLC$320M1
79PZENA INVESTMENT MANAGEMENT LLC$313M1
80ADAGE CAPITAL PARTNERS GP, L.L.C.$312M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$306M1
82TWO SIGMA INVESTMENTS, LP$306M1
83Aberdeen Group plc$293M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$286M1
85Employees Provident Fund Board$283M1
86Robeco Institutional Asset Management B.V.$280M1
87ING GROEP NV$280M1
88Cullen Capital Management, LLC$252M1
89DIAMOND HILL CAPITAL MANAGEMENT INC$251M1
90STIFEL FINANCIAL CORP$251M1
91D. E. Shaw & Co., Inc.$250M1
92SCHRODER INVESTMENT MANAGEMENT GROUP$248M1
93SEI INVESTMENTS CO$248M1
94OMERS ADMINISTRATION Corp$242M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$242M1
96DnB Asset Management AS$238M1
97Unisphere Establishment$233M1
98AMERICAN CENTURY COMPANIES INC$230M1
99ABN AMRO Bank N.V.$229M1
100Capital Research Global Investors$229M1
101STOREBRAND ASSET MANAGEMENT AS$225M1
102BRANDES INVESTMENT PARTNERS, LP$223M1
103HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$221M1
104CIBC WORLD MARKET INC.$219M1
105Bank Julius Baer & Co. Ltd, Zurich$212M1
106PANAGORA ASSET MANAGEMENT INC$210M1
107CI INVESTMENTS INC.$208M1
108Korea Investment CORP$208M1
109PRUDENTIAL FINANCIAL INC$204M1
110UniSuper Management Pty Ltd$203M1
111Cerity Partners LLC$201M1
112Lansforsakringar Fondforvaltning AB (publ)$201M1
113Alecta Tjanstepension Omsesidigt$195M1
114MACKENZIE FINANCIAL CORP$195M1
115DANSKE BANK A/S$191M1
116PFA Pension, Forsikringsaktieselskab$189M1
117KEYBANK NATIONAL ASSOCIATION/OH$187M1
118Prana Capital Management, LP$186M1
119Man Group plc$184M1
120APG Asset Management N.V.$184M1
121BROWN ADVISORY INC$183M1
122Point72 Asset Management, L.P.$180M1
123STATE OF WISCONSIN INVESTMENT BOARD$180M1
124Creative Planning$179M1
125FEDERATED HERMES, INC.$178M1
126GREAT LAKES ADVISORS, LLC$172M1
127Quantinno Capital Management LP$171M1
128Focus Partners Wealth$170M1
129Pictet Asset Management Holding SA$167M1
130Mitsubishi UFJ Trust & Banking Corp$167M1
131WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$165M1
132Retirement Systems of Alabama$165M1
133Chevy Chase Trust Holdings, LLC$162M1
134Asset Management One Co., Ltd.$161M1
135Connor, Clark & Lunn Investment Management Ltd.$161M1
136ROYAL LONDON ASSET MANAGEMENT LTD$157M1
137MILFORD FUNDS LTD$156M1
138M&T BANK CORP$155M1
139Zurcher Kantonalbank (Zurich Cantonalbank)$153M1
140BANK OF NOVA SCOTIA$151M1
141EDMOND DE ROTHSCHILD HOLDING S.A.$150M1
142Compagnie Lombard Odier SCmA$147M1
143AGF MANAGEMENT LTD$147M1
144Himalaya Capital Management LLC$146M1
145TD ASSET MANAGEMENT INC$145M1
146BALYASNY ASSET MANAGEMENT L.P.$144M1
147Vanguard Investments Australia, Ltd.$143M1
148TRUIST FINANCIAL CORP$142M1
149PUBLIC SECTOR PENSION INVESTMENT BOARD$141M1
150Capital International, Inc./CA/$141M1
151JENNISON ASSOCIATES LLC$140M1
152Artisan Partners Limited Partnership$139M1
153MFF Capital Investments Ltd$139M1
154KLP KAPITALFORVALTNING AS$138M1
155CREDIT AGRICOLE S A$138M1
156PRIMECAP MANAGEMENT CO/CA/$135M1
157TORONTO DOMINION BANK$135M1
158Smead Capital Management, Inc.$135M1
159EVERETT HARRIS & CO /CA/$135M1
160Mariner, LLC$134M1
161Corient Private Wealth LLC$131M1
162PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$131M1
163Life Cycle Investment Partners Ltd$130M1
164Regal Partners Ltd$128M1
165COMMONWEALTH EQUITY SERVICES, LLC$128M1
166OSAIC HOLDINGS, INC.$126M1
167NOMURA ASSET MANAGEMENT CO LTD$125M1
168VOYA INVESTMENT MANAGEMENT LLC$122M1
169Federation des caisses Desjardins du Quebec$120M1
170JUPITER ASSET MANAGEMENT LTD$120M1
171Allspring Global Investments Holdings, LLC$119M1
172Janus Henderson Group Ltd.$117M1
173State of New Jersey Common Pension Fund D$115M1
174TEACHER RETIREMENT SYSTEM OF TEXAS$114M1
175Tredje AP-fonden$113M1
176Calamos Advisors LLC$112M1
177NORDEA INVESTMENT MANAGEMENT AB$110M1
178Danica Pension, Livsforsikringsaktieselskab$110M1
179ZACKS INVESTMENT MANAGEMENT$109M1
180CIBC Asset Management Inc$105M1
181Mondrian Investment Partners LTD$104M1
182Resona Asset Management Co.,Ltd.$104M1
183WORLDQUANT MILLENNIUM ADVISORS LLC$103M1
184NISA INVESTMENT ADVISORS, LLC$102M1
185Cetera Investment Advisers$101M1
186O'SHAUGHNESSY ASSET MANAGEMENT, LLC$99.1M1
187Empower Advisory Group, LLC$97.7M1
188CHOREO, LLC$95.8M1
189SEB Asset Management AB$95.7M1
190NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$95.0M1
191Clark Capital Management Group, Inc.$94.2M1
192CITADEL ADVISORS LLC$91.9M1
193Arizona State Retirement System$91.5M1
194COOKE & BIELER LP$91.0M1
195VOLORIDGE INVESTMENT MANAGEMENT, LLC$90.9M1
196Rockefeller Capital Management L.P.$90.4M1
197BASSWOOD CAPITAL MANAGEMENT, L.L.C.$90.3M1
198STATE OF MICHIGAN RETIREMENT SYSTEM$90.1M1
199Allianz Asset Management GmbH$89.8M1
200DODGE & COX$88.7M1
201Czech National Bank$88.1M1
202Epoch Investment Partners, Inc.$87.2M1
203FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$85.9M1
204HOMESTEAD ADVISERS CORP$85.2M1
205FIRST FINANCIAL BANKSHARES INC$85.1M1
206EFG International AG$84.9M1
207ALGEBRIS (UK) LTD$82.7M1
208GATEWAY INVESTMENT ADVISERS LLC$81.5M1
209MOORE CAPITAL MANAGEMENT, LP$80.3M1
210Quilter Plc$79.2M1
211ABN AMRO INVESTMENT SOLUTIONS$78.7M1
212Rafferty Asset Management, LLC$78.6M1
213Freestone Grove Partners LP$77.9M1
214Walleye Capital LLC$77.1M1
215MetLife Investment Management, LLC$76.7M1
216Longaeva Partners L.P.$75.8M1
217COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$75.4M1
218Skandinaviska Enskilda Banken AB (publ)$74.3M1
219MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.2M1
220Crake Asset Management LLP$72.0M1
221ATALANTA SOSNOFF CAPITAL, LLC$71.7M1
222Sumitomo Mitsui DS Asset Management Company, Ltd$71.6M1
223EASTERN BANK$71.4M1
224American Assets Investment Management, LLC$71.1M1
225CIBC Bancorp USA Inc.$70.0M1
226MUFG Securities EMEA plc$69.1M1
227CWM, LLC$68.8M1
228IFM Investors Pty Ltd$68.3M1
229RENAISSANCE TECHNOLOGIES LLC$67.5M1
230Capital International Sarl$66.1M1
231ProShare Advisors LLC$65.7M1
232Mirae Asset Global Investments Co., Ltd.$64.7M1
233Ruffer LLP$64.3M1
234Woodline Partners LP$63.8M1
235MERCER GLOBAL ADVISORS INC /ADV$63.7M1
236SUVRETTA CAPITAL MANAGEMENT, LLC$63.1M1
237Candriam S.C.A.$62.8M1
238Tidal Investments LLC$62.5M1
239XPONANCE LLC$61.2M1
240BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$60.8M1
241SAPIENT CAPITAL LLC$60.5M1
242Zurich Insurance Group Ltd/FI$59.8M1
243AE Wealth Management LLC$59.1M1
244Spectrum Financial Alliance Ltd LLC$58.8M1
245Cresset Asset Management, LLC$58.7M1
246Varma Mutual Pension Insurance Co$58.3M1
247Daiwa Securities Group Inc.$58.2M1
248BAHL & GAYNOR INC$58.1M1
249Squarepoint Ops LLC$57.7M1
250BERKSHIRE ASSET MANAGEMENT LLC/PA$57.2M1
251Grantham, Mayo, Van Otterloo & Co. LLC$57.1M1
252COMMERCE BANK$56.9M1
253SALZHAUER MICHAEL$56.9M1
254SCOTIA CAPITAL INC.$56.3M1
255SALEM INVESTMENT COUNSELORS INC$55.2M1
256WATERS PARKERSON & CO., LLC$55.1M1
257NATIXIS$54.7M1
258BSN Capital Partners Ltd$54.6M1
259Empowered Funds, LLC$54.5M1
260TD Waterhouse Canada Inc.$54.4M1
261Banco Santander, S.A.$53.7M1
262SHAPIRO CAPITAL MANAGEMENT LLC$52.9M1
263USS Investment Management Ltd$52.9M1
264MAI Capital Management$52.8M1
265TCTC Holdings, LLC$52.5M1
266OFI INVEST ASSET MANAGEMENT$52.3M1
267Utah Retirement Systems$52.1M1
268WESTFIELD CAPITAL MANAGEMENT CO LP$52.0M1
269LGT Group Foundation$51.0M1
270Bridgewater Associates, LP$50.8M1
271BLAIR WILLIAM & CO/IL$50.8M1
272Crossmark Global Holdings, Inc.$50.3M1
273FIL Ltd$49.8M1
274Pathstone Holdings, LLC$48.4M1
275REGIONS FINANCIAL CORP$48.3M1
276Sequoia Financial Advisors, LLC$48.1M1
277NEW YORK LIFE INVESTMENT MANAGEMENT LLC$48.0M1
278Vident Advisory, LLC$47.9M1
279WELCH & FORBES LLC$47.6M1
280LETKO, BROSSEAU & ASSOCIATES INC$47.6M1
281Covea Finance$47.5M1
282Vinva Investment Management Ltd$47.4M1
283NEOS Investment Management LLC$47.2M1
284Vest Financial, LLC$46.9M1
285BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$46.9M1
286Vanguard Personalized Indexing Management, LLC$45.8M1
287Trexquant Investment LP$45.7M1
288Teewinot Capital Advisers, L.L.C.$45.5M1
289ADAMS DIVERSIFIED EQUITY FUND, INC.$45.5M1
290Wealthfront Advisers LLC$45.2M1
291Swiss Life Asset Management Ltd$44.7M1
292TODD ASSET MANAGEMENT LLC$44.1M1
293NewEdge Advisors, LLC$43.8M1
294QRG CAPITAL MANAGEMENT, INC.$43.2M1
295PINNACLE ASSOCIATES LTD$43.1M1
296NISSAY ASSET MANAGEMENT CORP /JAPAN$42.8M1
297BCV Asset Management Inc.$42.5M1
298Investment Management Corp of Ontario$42.4M1
299Groupe la Francaise$42.1M1
300TRILLIUM ASSET MANAGEMENT, LLC$40.9M1
301Concurrent Investment Advisors, LLC$40.8M1
302DAVIS R M INC$40.3M1
303SUSQUEHANNA INTERNATIONAL GROUP, LLP$40.3M1
304Mesirow Financial Investment Management, Inc.$40.1M1
305Andra AP-fonden$39.7M1
306AIA Group Ltd$38.9M1
307Kimelman & Baird, LLC$38.6M1
308YOUSIF CAPITAL MANAGEMENT, LLC$38.6M1
309MACQUARIE GROUP LTD$38.5M1
310BANQUE PICTET & CIE SA$38.5M1
311WESTWOOD HOLDINGS GROUP INC$38.2M1
312Ancora Advisors LLC$37.8M1
313OPPENHEIMER ASSET MANAGEMENT INC.$37.2M1
314RBF Capital, LLC$37.1M1
315OREGON PUBLIC EMPLOYEES RETIREMENT FUND$37.0M1
316ASR Vermogensbeheer N.V.$36.3M1
317Annex Advisory Services, LLC$36.0M1
318ASSETMARK, INC$36.0M1
319Migdal Insurance & Financial Holdings Ltd.$35.6M1
320MIZUHO MARKETS AMERICAS LLC$35.5M1
321UMB Bank, n.a.$35.3M1
322FLPUTNAM INVESTMENT MANAGEMENT CO$34.9M1
323OP Asset Management Ltd$34.8M1
324NorthCrest Asset Manangement, LLC$34.8M1
325&PARTNERS$34.7M1
326MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$34.4M1
327Gradient Investments LLC$33.9M1
328Holocene Advisors, LP$33.7M1
329Evelyn Partners Investment Management LLP$33.7M1
330B. Metzler seel. Sohn & Co. AG$33.5M1
331Badgley Phelps Wealth Managers, LLC$33.4M1
332Northwest & Ethical Investments L.P.$33.3M1
333CAPITAL INTERNATIONAL LTD /CA/$33.3M1
334Mediolanum International Funds Ltd$33.2M1
335PRUDENTIAL PLC$32.9M1
336GLENMEDE TRUST CO NA$32.9M1
337U.S. Capital Wealth Advisors, LLC$32.6M1
338Nippon Life Global Investors Americas, Inc.$32.3M1
339MML INVESTORS SERVICES, LLC$32.1M1
340NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.9M1
341HANCOCK WHITNEY CORP$31.4M1
342BlueCrest Capital Management Ltd$30.7M1
343TUDOR INVESTMENT CORP ET AL$30.6M1
344Beacon Pointe Advisors, LLC$30.3M1
345IEQ CAPITAL, LLC$30.2M1
346Elo Mutual Pension Insurance Co$29.6M1
347Pinnacle Financial Partners, Inc.$29.3M1
348Azimuth Capital Investment Management LLC$29.2M1
349Carnegie Investment Counsel$29.1M1
350Kestra Advisory Services, LLC$28.7M1
351JANE STREET GROUP, LLC$28.7M1
35271 West Capital Partners$28.6M1
353NS Partners Ltd$28.5M1
354Waverly Advisors, LLC$28.4M1
355Nan Shan Life Insurance Co., Ltd.$27.6M1
356Fullerton Fund Management Co Ltd.$26.9M1
357Steward Partners Investment Advisory, LLC$26.7M1
358Jain Global LLC$26.4M1
359Capricorn Fund Managers Ltd$26.2M1
360FACTORY MUTUAL INSURANCE CO$26.1M1
361OPPENHEIMER & CO INC$25.9M1
362Avanza Fonder AB$25.6M1
363BRAUN STACEY ASSOCIATES INC$25.0M1
364ARIEL INVESTMENTS, LLC$25.0M1
365Private Advisor Group, LLC$24.8M1
366Lido Advisors, LLC$24.6M1
367Voleon Capital Management LP$24.6M1
368BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.5M1
369Bank Pictet & Cie (Europe) AG$24.2M1
370Allworth Financial LP$24.0M1
371SHELTON CAPITAL MANAGEMENT$23.9M1
372FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$23.7M1
373Capital Investment Advisors, LLC$23.7M1
374STEPHENS INC /AR/$23.3M1
375Aware Super Pty Ltd as trustee of Aware Super$23.3M1
376SAMLYN CAPITAL, LLC$23.1M1
377Matthew Goff Investment Advisor, LLC$22.9M1
378Ethic Inc.$22.8M1
379D.A. DAVIDSON & CO.$22.8M1
380FORBES J M & CO LLP$22.8M1
381Jefferies Financial Group Inc.$22.7M1
382EP Wealth Advisors, LLC$22.5M1
383TOCQUEVILLE ASSET MANAGEMENT L.P.$22.5M1
384Dai-ichi Life Insurance Company, Ltd$22.4M1
385Generali Asset Management SPA SGR$22.0M1
386Osmosis Investment Management UK Ltd$21.8M1
387Aristotle Atlantic Partners, LLC$21.5M1
388General Pension Society PZU Joint Stock Co$21.2M1
389M&G Plc$21.0M1
390SIMON QUICK ADVISORS, LLC$20.9M1
391HUTCHINSON CAPITAL MANAGEMENT/CA$20.8M1
392HB Wealth Management, LLC$20.8M1
393GoodHaven Capital Management, LLC$20.6M1
394Empire Life Investments Inc.$20.6M1
395Illinois Municipal Retirement Fund$20.1M1
396Huber Capital Management LLC$19.9M1
397DDD Partners, LLC$19.9M1
398FARMERS & MERCHANTS INVESTMENTS INC$19.9M1
399Norinchukin Bank, The$19.7M1
400DAVENPORT & Co LLC$19.7M1
401MIZUHO SECURITIES USA LLC$19.6M1
402Applied Finance Capital Management, LLC$19.2M1
403SP Asset Management LLC$18.7M1
404Prospera Financial Services Inc$18.6M1
405HM PAYSON & CO$18.5M1
406KESTRA PRIVATE WEALTH SERVICES, LLC$18.4M1
407Wharton Business Group, LLC$18.4M1
408HARTFORD INVESTMENT MANAGEMENT CO$18.4M1
409MANNING & NAPIER ADVISORS LLC$18.3M1
410IMC-Chicago, LLC$18.3M1
411Polar Capital Holdings Plc$18.3M1
412Atria Investments, Inc$18.2M1
413Delta Global Management LP$18.1M1
414Live Oak Private Wealth LLC$18.0M1
415NFJ INVESTMENT GROUP, LLC$17.8M1
416Z3 Capital Partners, LLC$17.5M1
417EVERGREEN CAPITAL MANAGEMENT LLC$17.4M1
418GRIFFIN ASSET MANAGEMENT, INC.$16.7M1
419DIVERSIFY WEALTH MANAGEMENT, LLC$16.6M1
420Caldwell Investment Management Ltd.$16.6M1
421JACOBS LEVY EQUITY MANAGEMENT, INC$16.5M1
422Callan Family Office, LLC$16.4M1
423United Asset Strategies, Inc.$16.4M1
424Maryland State Retirement & Pension System$16.1M1
425OpenArc Corporate Advisory, LLC$15.9M1
426Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$15.8M1
4271832 Asset Management L.P.$15.7M1
428Livforsakringsbolaget Skandia, Omsesidigt$15.7M1
429Stanley Capital Management, LLC$15.7M1
430KCM INVESTMENT ADVISORS LLC$15.6M1
431Orion Porfolio Solutions, LLC$15.6M1
432Canada Post Corp Registered Pension Plan$15.6M1
433Texas Yale Capital Corp.$15.5M1
434Lombard Odier Asset Management (Switzerland) SA$15.2M1
435Laird Norton Wetherby Trust Company, LLC$15.1M1
436AUXIER ASSET MANAGEMENT LLC$15.1M1
437Cornerstone Wealth Group, LLC$14.9M1
438KLCM Advisors, Inc.$14.9M1
439Xcel Wealth Management, LLC$14.9M1
440Equitable Holdings, Inc.$14.7M1
441ALLEN HOLDING INC /NY$14.6M1
442Great Lakes Retirement, Inc.$14.6M1
443LEVIN CAPITAL STRATEGIES, L.P.$14.5M1
444LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$14.4M1
445DAVIS-REA LTD.$14.4M1
446BOURGEON CAPITAL MANAGEMENT LLC$14.4M1
447BECKER CAPITAL MANAGEMENT INC$14.3M1
448BRADLEY FOSTER & SARGENT INC/CT$14.3M1
449BENJAMIN EDWARDS INC$14.2M1
450Dana Investment Advisors, Inc.$14.1M1
451FIRST MANHATTAN CO. LLC.$14.1M1
452EASTERLY INVESTMENT PARTNERS LLC$14.0M1
453TRED AVON FAMILY WEALTH, LLC$14.0M1
454Summit Financial, LLC$13.9M1
455Metis Global Partners, LLC$13.9M1
456Union Bancaire Privee, UBP SA$13.8M1
457Merit Financial Group, LLC$13.7M1
458Intesa Sanpaolo S.p.A.$13.7M1
459Optiver Holding B.V.$13.7M1
460Freestone Capital Holdings, LLC$13.6M1
461GRIMES & Co WEALTH MANAGEMENT, LLC$13.6M1
462JONES FINANCIAL COMPANIES LLLP$13.6M1
463Assenagon Asset Management S.A.$13.6M1
464J.P. Marvel Investment Advisors, LLC$13.5M1
465EQUITABLE TRUST CO$13.5M1
466AG2R LA MONDIALE GESTION D'ACTIFS$13.4M1
467Stockman Wealth Management, Inc.$13.3M1
468Gotham Asset Management, LLC$13.1M1
469Stratos Wealth Partners, LTD.$13.1M1
470Savant Capital, LLC$13.1M1
471Arnhold LLC$13.1M1
472JAMISON PRIVATE WEALTH MANAGEMENT, INC.$13.1M1
473INTACT INVESTMENT MANAGEMENT INC.$13.0M1
474FIDELIS CAPITAL PARTNERS, LLC$13.0M1
475UNITED CAPITAL FINANCIAL ADVISORS, LLC$12.9M1
476True North Advisors, LLC$12.9M1
477Diversified Trust Co$12.9M1
478HIGHLAND CAPITAL MANAGEMENT, LLC$12.9M1
479River Wealth Advisors LLC$12.9M1
480INTECH INVESTMENT MANAGEMENT LLC$12.9M1
481Composition Wealth, LLC$12.7M1
482HUB Investment Partners, LLC$12.7M1
483J. Safra Sarasin Holding AG$12.5M1
484GERMAN AMERICAN BANCORP, INC.$12.4M1
485Summit Trail Advisors, LLC$12.4M1
486CHILTON CAPITAL MANAGEMENT LLC$12.4M1
487SouthState Bank Corp$12.4M1
488NIXON PEABODY TRUST CO$12.3M1
489Saudi Central Bank$12.3M1
490Northside Capital Management, LLC$12.3M1
491Westbourne Investment Advisors, Inc.$12.2M1
492MALTESE CAPITAL MANAGEMENT LLC$12.2M1
493Redwood Grove Capital, LLC$12.1M1
494Channing Capital Management, LLC$12.1M1
495LS Investment Advisors, LLC$12.1M1
496Global Wealth Management Investment Advisory, Inc.$12.1M1
497Clearstead Advisors, LLC$12.1M1
498ALLIANZ SE$12.1M1
499HOWE & RUSLING INC$12.1M1
500Adams Asset Advisors, LLC$11.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 7 sell
Congress net ($ bound)−$89.0K to $58.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BAC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BAC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for BAC · financials and macro

Financials — as filed PLANNED

BAC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BAC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing