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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in VRTS — Virtus Investment Partners, Inc.

CIK 70858 CHARLOTTE, NC
Back to VRTS Full portfolio

Position in VRTS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,867,088
+$1,357,330 QoQ
Shares Held
33,917
+29.8% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 234 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 44% Shared 0% None 56%

Common Shares in VRTS 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. VRTS ranks #162 (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 VRTS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,867,088 33,917
2026-03-31 $3,509,758 26,124
2025-12-31 $6,358,279 38,972
2025-09-30 $5,893,587 31,014
2025-06-30 $6,375,664 35,147
2025-03-31 $5,302,653 30,765
2024-12-31 $6,671,659 30,246
2024-09-30 $5,942,094 28,370
2024-06-30 $5,949,564 26,343
2024-03-31 $2,220,907 8,956
2023-12-31 $4,274,798 17,682
2023-09-30 $2,966,019 14,684
2023-06-30 $3,294,192 16,682
2023-03-31 $5,226,203 27,450
2022-12-31 $10,415,866 54,408
2022-09-30 $8,404,469 52,686
2022-06-30 $12,516,779 73,189
2022-03-31 $41,734,977 173,903
2021-12-31 $85,744,840 288,606
2021-09-30 $93,330,909 300,757
2021-06-30 $88,582,517 318,906
2021-03-31 $54,104,946 229,745
2020-12-31 $41,355,643 190,579
2020-09-30 $18,677,401 134,709
2020-06-30 $14,837,555 127,591
2020-03-31 $3,245,405 42,641