Position in MC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$39,547,284
-$7,725,211 QoQ
Shares Held
693,812
+0.9% QoQ
Ownership
0.883%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18.409453857817393.ToString("F0")%
Shared 0.ToString("F0")%
None 81.5905461421826.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,201,592,250 across 50 Capital Markets names. MC ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||