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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in CG — Carlyle Group Inc.

CIK 70858 CHARLOTTE, NC
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$79,440,091
+$14,655,224 QoQ
Shares Held
1,886,490
+40.9% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in CG Over Time

Shares Held

Position Value (USD)

Derivatives in CG

reported options exposure · as of Jun 30, 2020
CallValue
$6,975,000
CallShares
250,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

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. CG ranks #22 (0.5% 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 CG

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28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $79,440,091 1,886,490
2026-03-31 $64,784,867 1,338,807
2025-12-31 $88,107,234 1,490,564
2025-09-30 $122,803,715 1,958,592
2025-06-30 $96,152,024 1,870,662
2025-03-31 $66,026,641 1,514,720
2024-12-31 $38,594,249 764,394
2024-09-30 $31,606,381 734,008
2024-06-30 $56,344,259 1,403,344
2024-03-31 $39,587,439 843,902
2023-12-31 $56,850,559 1,397,163
2023-09-30 $41,624,507 1,380,123
2023-06-30 $39,278,210 1,229,365
2023-03-31 $54,829,904 1,765,290
2022-12-31 $31,380,189 1,051,615
2022-09-30 $44,415,261 1,718,857
2022-06-30 $86,913,409 2,745,212
2022-03-31 $134,418,958 2,748,292
2021-12-31 $109,868,731 2,001,252
2021-09-30 $80,522,802 1,703,105
2021-06-30 $72,177,349 1,552,869
2021-03-31 $51,986,983 1,414,227
2020-12-31 $31,089,694 988,858
2020-09-30 $30,081,116 1,219,340
2020-06-30 $6,975,000 250,000
2020-06-30 $70,466,080 2,525,666
2020-03-31 $5,412,500 250,000
2020-03-31 $68,891,120 3,182,038