BANK OF AMERICA CORP /DE/
BankPosition in VRTS — Virtus Investment Partners, Inc.
CIK 70858
CHARLOTTE, NC
Position in VRTS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,509,758
-$2,848,521 QoQ
Shares Held
26,124
-33.0% QoQ
Ownership
0.391%
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 48%
Shared 0%
None 52%
Common Shares in VRTS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,633,868,169 across 366 Asset Management names. VRTS ranks #178 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,232,973 | $5,032,602,459 | |
| 2 | BX |
Blackstone Inc.
|
11,538,067 | $1,326,762,320 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,601,675 | $980,654,936 | |
| 4 | PFG |
Principal Financial Group Inc
|
8,819,452 | $794,720,816 | |
| 5 | ARES |
Ares Management Corp
|
4,196,847 | $457,876,004 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
11,115,001 | $449,824,086 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,957,303 | $440,922,696 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,449,760 | $354,700,748 |
All Filings in VRTS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,509,758 | 26,124 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $6,358,279 | 38,972 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,893,587 | 31,014 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $6,375,664 | 35,147 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,302,653 | 30,765 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,671,659 | 30,246 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,942,094 | 28,370 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,949,564 | 26,343 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,220,907 | 8,956 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,274,798 | 17,682 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,966,019 | 14,684 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,294,192 | 16,682 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,226,203 | 27,450 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,415,866 | 54,408 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $8,404,469 | 52,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,516,779 | 73,189 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $41,734,977 | 173,903 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $85,744,840 | 288,606 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $93,330,909 | 300,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $88,582,517 | 318,906 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $54,104,946 | 229,745 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $41,355,643 | 190,579 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $18,677,401 | 134,709 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,837,555 | 127,591 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,245,405 | 42,641 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||