BANK OF AMERICA CORP /DE/

Bank

CIK

70858

City

CHARLOTTE

State / Country

Stock

SUN — Sunoco LP

Top Portfolio Positions

3,999 positions · $794,881,946,201 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	191,200,989	$33,345,452,479	4.20%
AAPL	Apple Inc. Technology	120,727,964	$30,639,549,981	3.85%
MSFT	Microsoft Corp Technology	70,765,459	$26,195,249,954	3.30%
SPY	Spdr S&P 500 ETF Trust	32,276,125	$20,990,455,130	2.64%
GOOGL	Alphabet Inc. Communication Services	68,768,715	$19,775,131,680	2.49%
JPM	Jpmorgan Chase & Co Financial Services	65,660,460	$19,314,680,910	2.43%
AVGO	Broadcom Inc. Technology	58,737,097	$18,179,718,888	2.29%
AMZN	Amazon Com Inc Consumer Cyclical	84,181,341	$17,532,447,886	2.21%
META	Meta Platforms, Inc. Communication Services	21,038,035	$12,036,490,960	1.51%
XOM	Exxon Mobil Corp Energy	68,483,813	$11,618,963,709	1.46%

Portfolio Trend

23 quarters · across all stocks

Holdings in SUN

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,293,445	204,609	+22.7%	Shares	Defined	2026-05-18
2025-06-30	$8,939,989	166,822	+284.4%	Shares	Defined	2025-08-14
2025-06-30	$2,325,806	43,400	-72.7%	Call	Defined	2025-08-14
2025-03-31	$9,229,971	158,973	-36.8%	Shares	Defined	2025-05-15
2024-12-31	$12,940,348	251,562	-38.7%	Shares	Defined	2025-02-14
2024-09-30	$22,011,268	410,046	-17.3%	Shares	Defined	2024-11-14
2024-06-30	$28,031,852	495,788	+362.8%	Shares	Defined	2024-08-14
2024-03-31	$6,458,927	107,131	+670.7%	Shares	Defined	2024-05-15
2024-03-31	$838,031	13,900	-77.4%	Put	Defined	2024-05-15
2023-12-31	$3,679,702	61,400	-40.9%	Put	Defined	2024-02-14
2023-12-31	$6,227,025	103,905	+146.2%	Shares	Defined	2024-02-14
2023-12-31	$2,529,046	42,200	-80.2%	Call	Defined	2024-02-14
2023-09-30	$10,422,922	212,930	+40.7%	Shares	Defined	2023-11-14
2023-06-30	$6,594,460	151,388	-29.3%	Shares	Defined	2023-08-14
2023-03-31	$9,395,136	214,061	+60.1%	Shares	Defined	2023-05-12
2022-12-31	$5,762,512	133,701	-69.4%	Shares	Defined	2023-02-10
2022-09-30	$17,000,271	436,240	+4.4%	Shares	Defined	2022-11-14
2022-06-30	$15,565,545	417,867	+4.9%	Shares	Defined	2022-08-12
2022-03-31	$16,263,344	398,221	+26.2%	Shares	Defined	2022-05-16
2021-12-31	$12,880,884	315,476	+31.3%	Shares	Defined	2022-02-08
2021-09-30	$8,965,569	240,235	+103.8%	Shares	Defined	2021-11-15
2021-06-30	$4,444,790	117,899	-13.4%	Shares	Defined	2021-08-16
2021-03-31	$4,336,574	136,199	+5.7%	Shares	Defined	2021-05-14
2020-12-31	$3,706,949	128,803	+73.2%	Shares	Defined	2021-02-10
2020-09-30	$1,814,005	74,375	+20.5%	Shares	Defined	2020-11-13
2020-06-30	$1,409,660	61,746	-34.4%	Shares	Defined	2020-08-14
2020-03-31	$1,472,519	94,151	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.