BANK OF AMERICA CORP /DE/
BankPosition in AMG — Affiliated Managers Group, Inc.
CIK 70858
CHARLOTTE, NC
Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$146,330,926
+$33,000,696 QoQ
Shares Held
432,420
+5.6% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 562 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,386,816,566 across 365 Asset Management names. AMG ranks #15 (1.0% 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 AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,330,926 | 432,420 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $113,330,230 | 409,578 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $67,264,945 | 233,332 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,044,216 | 184,726 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $36,331,611 | 184,640 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,029,150 | 196,567 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,400,666 | 186,030 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,179,468 | 164,114 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $26,160,867 | 167,451 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,220,699 | 114,771 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $24,448,725 | 161,463 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,042,248 | 153,769 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,240,891 | 155,053 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,891,875 | 160,735 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,435,659 | 185,796 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $23,372,061 | 208,959 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,289,061 | 208,311 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,448,741 | 194,741 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,128,899 | 152,750 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $22,916,724 | 151,676 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,987,466 | 168,520 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $25,327,647 | 169,950 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,035,139 | 157,671 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,913,537 | 130,353 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,197,049 | 109,939 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,190,772 | 104,680 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||