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BANK OF AMERICA CORP /DE/

Bank
CIK
70858
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

4,004 positions · $795,270,361,173 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in UTG

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $53,469,114 1,361,230
2025-12-31 $39,157,390 1,070,459
2025-09-30 $43,417,576 1,095,850
2025-06-30 $37,750,247 1,043,401
2025-03-31 $30,385,428 933,787
2024-12-31 $26,203,826 826,880
2024-09-30 $26,651,365 812,294
2024-06-30 $20,034,137 733,314
2024-03-31 $18,145,238 673,043
2023-12-31 $19,528,061 730,294
2023-09-30 $17,829,886 723,322
2023-06-30 $20,939,858 763,671
2023-03-31 $21,307,362 750,788
2022-12-31 $21,122,975 747,187
2022-09-30 $19,051,573 699,397
2022-06-30 $22,421,060 723,260
2022-03-31 $24,005,926 694,415
2021-12-31 $23,375,379 665,586
2021-09-30 $21,390,223 652,738
2021-06-30 $21,487,460 626,274
2021-03-31 $21,298,027 635,762
2020-12-31 $20,427,480 622,979
2020-09-30 $19,036,021 608,374
2020-06-30 $18,437,172 610,907
2020-03-31 $19,563,454 680,468