BAC-PL — Bank Of Amer Corp Institutional Holders · Q3 2026
Who owns Bank Of Amer Corp (BAC-PL)? 13 institutions reported holding $10.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Epiq Partners, LLC ($6.1M), Apella Capital, LLC ($1.4M), BOS Asset Management, LLC ($772,868).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EPIQ PARTNERS, LLC | $6.1M | 4,987 | Added |
| 2 | Apella Capital, LLC | $1.4M | 1,180 | Trimmed |
| 3 | BOS Asset Management, LLC | $772,868 | 633 | Hold |
| 4 | Central Pacific Bank - Trust Division | $764,321 | 626 | Hold |
| 5 | Valeo Financial Advisors, LLC | $500,594 | 410 | Hold |
| 6 | Kaizen Financial Strategies | $406,357 | 333 | Added |
| 7 | Bank & Trust Co | $222,215 | 182 | Hold |
| 8 | Galvin, Gaustad & Stein, LLC | $202,679 | 166 | Trimmed |
| 9 | CoreCap Advisors, LLC | $134,443 | 110 | Added |
| 10 | Farther Finance Advisors, LLC | $54,943 | 45 | Added |
| 11 | Grove Bank & Trust | $30,524 | 25 | Hold |
| 12 | Hickory Point Bank & Trust | $9,768 | 8 | Hold |
| 13 | DLK Investment Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30