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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund

CIK 70858 CHARLOTTE, NC
Back to AIO Full portfolio

Position in AIO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,416,015
+$6,889,789 QoQ
Shares Held
869,826
+6.3% QoQ
Ownership
2.53%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 83 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $15,386,447,749 across 365 Asset Management names. AIO ranks #58 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 4,585,356 $4,409,094,910
2 BX
Blackstone Inc.
 11,594,914 $1,364,373,526
3 ARES
Ares Management Corp
 11,855,596 $1,319,646,388
4 APO
Apollo Global Management, Inc.
 6,911,799 $817,734,936
5 PFG
Principal Financial Group Inc
 6,884,023 $741,959,995
6 KKR
KKR & Co. Inc.
 7,898,444 $724,919,185
7 BN
BROOKFIELD Corp /ON/
 9,864,675 $420,136,505
8 RJF
Raymond James Financial Inc
 2,371,847 $360,591,897

All Filings in AIO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,416,015 869,826
2026-03-31 $17,526,226 818,600
2025-12-31 $18,394,953 845,745
2025-09-30 $20,176,597 839,642
2025-06-30 $18,754,662 755,627
2025-03-31 $14,795,195 717,169
2024-12-31 $15,100,427 612,345
2024-09-30 $12,278,944 558,896
2024-06-30 $11,744,914 540,991
2024-03-31 $7,599,565 378,653
2023-12-31 $5,852,750 336,365
2023-09-30 $4,905,929 297,149
2023-06-30 $5,288,307 287,408
2023-03-31 $6,224,275 357,717
2022-12-31 $5,704,416 352,342
2022-09-30 $5,752,307 369,211
2022-06-30 $5,914,951 365,346
2022-03-31 $10,575,059 483,763
2021-12-31 $13,575,945 547,638
2021-09-30 $14,707,162 551,243
2021-06-30 $14,322,979 516,702
2021-03-31 $14,330,474 539,551