8 institutions reported holding $10.5M of BANK OF AMER CORP (BAC-PL) in SEC 13F filings for 2026-06-30. Largest institutional holders: EPIQ PARTNERS, LLC ($6.2M), Apella Capital, LLC ($1.5M), 180 WEALTH ADVISORS, LLC ($1.1M), Central Pacific Bank - Trust Division ($785,317), Valeo Financial Advisors, LLC ($514,345). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EPIQ PARTNERS, LLC | $6.2M | 4,978 | Added |
| 2 | Apella Capital, LLC | $1.5M | 1,190 | Trimmed |
| 3 | 180 WEALTH ADVISORS, LLC | $1.1M | 840 | Trimmed |
| 4 | Central Pacific Bank - Trust Division | $785,317 | 626 | Hold |
| 5 | Valeo Financial Advisors, LLC | $514,345 | 410 | Trimmed |
| 6 | Evanson Financial, LLC | $314,880 | 251 | New |
| 7 | CoreCap Advisors, LLC | $96,671 | 77 | Trimmed |
| 8 | Grove Bank & Trust | $31,363 | 25 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30