BANK OF AMERICA CORP /DE/

Bank
CIK
70858
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

3,980 positions · $790,688,337,350 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

50 quarters · across all stocks

Holdings in SWZ

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2025-12-31 $17,353 2,790
2025-09-30 $32,722 5,382
2025-06-30 $94,623 14,925
2025-03-31 $126,055 13,672
2024-12-31 $102,403 13,672
2024-09-30 $25,749 2,877
2024-06-30 $23,217 2,877
2024-03-31 $23,131 2,917
2023-12-31 $26,379 3,217
2023-09-30 $24,577 3,217
2023-06-30 $56,783 6,908
2023-03-31 $54,779 6,908
2022-12-31 $52,224 6,908
2022-09-30 $50,599 7,452
2022-06-30 $700,860 89,168
2022-03-31 $775,475 84,108
2021-12-31 $736,176 74,062
2021-09-30 $672,076 73,211
2021-06-30 $677,003 69,579
2021-03-31 $592,727 67,432
2020-12-31 $38,611 4,319
2020-09-30 $35,761 4,319
2020-06-30 $33,766 4,307
2020-03-31 $25,965 3,736