13F-HR: Bank of America Corp Files 13F-HR Report for Q2 2024

Bank of America Corp has disclosed its holdings as of June 30, 2024, in its latest 13F-HR filing with the Securities and Exchange Commission.

Summary

• Bank of America Corp filed its 13F-HR report with the SEC, disclosing its holdings as of June 30, 2024.
• The report includes holdings for Bank of America and eight other included managers.
• The total value of the reported holdings is approximately $1.132 trillion.
• The filing includes a list of other included managers, such as Merrill Lynch, Pierce, Fenner & Smith Inc. and BofA Securities, Inc.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing with no inherent positive or negative sentiment.

Positives

• The filing provides transparency into the investment holdings of Bank of America and its affiliated managers.

Negatives

• Form 13F filings only provide a snapshot of holdings at a specific point in time and do not reflect intra-quarter trading activity.

Risks

• The information in the 13F-HR filing is historical and may not be indicative of future investment decisions or performance.
• The filing does not provide a complete picture of Bank of America's overall investment strategy, as it only includes certain types of securities.

Future Outlook

NA

Industry Context

This announcement is a standard regulatory filing required of all institutional investment managers with over $100 million in assets under management. It provides a snapshot of the firm's holdings in publicly traded securities.

Comparison to Industry Standards

• This is a standard SEC filing.
• Compared to other large financial institutions, such as JP Morgan Chase, and Goldman Sachs, Bank of America's filing is similar in scope and format, reflecting the common reporting requirements for institutional investment managers.

Key Dates