Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,218,669
+$9,671,385 QoQ
Shares Held
752,349
+8.4% QoQ
Ownership
0.961%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. MC ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,218,669 | 752,349 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,547,284 | 693,812 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $47,272,495 | 687,700 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $55,087,493 | 772,399 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $39,279,421 | 630,286 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,868,699 | 580,341 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $45,554,702 | 616,604 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,952,920 | 539,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $30,954,695 | 544,402 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,208,113 | 549,729 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $28,643,418 | 510,305 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,230,809 | 492,595 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,069,694 | 486,760 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,909,527 | 569,967 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,643,249 | 538,005 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,744,162 | 524,820 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,611,055 | 523,788 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,774,703 | 548,982 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,087,236 | 561,306 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $32,887,366 | 531,556 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,925,787 | 526,029 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $28,009,432 | 510,376 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,992,656 | 534,488 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $19,448,370 | 553,454 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,518,666 | 594,309 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,299,491 | 544,466 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||