BANK OF AMERICA INC - 060606104
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Caldwell Investment Management Ltd. | History | New | 350,000 | 18,342 | 12.04% | — | 1 | +350,000 | New | Q3 2025 | Oct 27, 2025 |