BANK OF AMERICA CORP /DE/
BankPosition in WHG — Westwood Holdings Group Inc
CIK 70858
CHARLOTTE, NC
Position in WHG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$919,947
-$23,814 QoQ
Shares Held
55,856
+1.9% QoQ
Ownership
0.589%
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 0%
Shared 0%
None 100%
Common Shares in WHG 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. WHG ranks #266 (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 WHG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $919,947 | 55,856 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $943,761 | 54,838 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $956,846 | 58,026 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $977,337 | 62,650 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $977,717 | 60,353 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $883,295 | 60,875 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $855,676 | 60,259 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $690,398 | 56,683 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $705,995 | 57,305 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $651,251 | 51,810 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $549,976 | 54,185 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $715,095 | 57,669 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $650,325 | 58,013 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $624,737 | 56,131 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $588,603 | 61,122 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $870,709 | 63,095 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $965,250 | 63,006 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $977,434 | 57,700 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,117,029 | 58,791 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,135,608 | 52,188 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,072,712 | 74,185 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,048,595 | 72,317 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $745,921 | 66,959 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,015,952 | 64,505 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $799,082 | 43,642 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||