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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in WHG — Westwood Holdings Group Inc

CIK 70858 CHARLOTTE, NC
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$887,299
-$32,648 QoQ
Shares Held
46,310
-17.1% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WHG 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. WHG ranks #279 (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 WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $887,299 46,310
2026-03-31 $919,947 55,856
2025-12-31 $943,761 54,838
2025-09-30 $956,846 58,026
2025-06-30 $977,337 62,650
2025-03-31 $977,717 60,353
2024-12-31 $883,295 60,875
2024-09-30 $855,676 60,259
2024-06-30 $690,398 56,683
2024-03-31 $705,995 57,305
2023-12-31 $651,251 51,810
2023-09-30 $549,976 54,185
2023-06-30 $715,095 57,669
2023-03-31 $650,325 58,013
2022-12-31 $624,737 56,131
2022-09-30 $588,603 61,122
2022-06-30 $870,709 63,095
2022-03-31 $965,250 63,006
2021-12-31 $977,434 57,700
2021-09-30 $1,117,029 58,791
2021-06-30 $1,135,608 52,188
2021-03-31 $1,072,712 74,185
2020-12-31 $1,048,595 72,317
2020-09-30 $745,921 66,959
2020-06-30 $1,015,952 64,505
2020-03-31 $799,082 43,642