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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in SOR — Source Capital /De/

CIK 70858 CHARLOTTE, NC
Back to SOR Full portfolio

Position in SOR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$645,326
-$282 QoQ
Shares Held
14,038
+0.7% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 56 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SOR 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. SOR ranks #297 (0.0% 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 SOR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $645,326 14,038
2026-03-31 $645,608 13,938
2025-12-31 $691,296 15,107
2025-09-30 $682,143 15,152
2025-06-30 $1,084,390 25,009
2025-03-31 $1,076,893 25,943
2024-12-31 $1,180,839 27,152
2024-09-30 $1,331,268 29,896
2024-06-30 $1,505,902 34,024
2024-03-31 $1,462,250 34,414
2023-12-31 $1,443,665 35,752
2023-09-30 $1,281,458 33,207
2023-06-30 $1,294,717 33,787
2023-03-31 $1,091,035 28,871
2022-12-31 $1,114,761 28,835
2022-09-30 $1,032,955 29,513
2022-06-30 $1,083,129 29,015
2022-03-31 $1,272,684 30,302
2021-12-31 $1,317,905 30,500
2021-09-30 $2,094,842 46,938
2021-06-30 $1,833,454 40,278
2021-03-31 $2,094,618 47,877
2020-12-31 $1,952,237 48,916
2020-09-30 $1,796,658 48,756
2020-06-30 $1,477,518 44,665
2020-03-31 $1,811,415 59,023