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Price: $50.58-0.98% close / closeMarket cap: 354.97B USDOct 23, 2026 · Daily data

Bank of America Corporation

NYSE:BAC

1.OWNERSHIP & INSIDER TRADING

Data as of Oct 23, 2026

Major holders · 13D/13G

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesOwnershipTransactionAs ofFiled
Vanguard Capital ManagementCommon Stock471,311,7736.6%—Mar 31, 2026Apr 29, 2026
The Vanguard GroupCommon Stock00%—Mar 13, 2026Mar 26, 2026
The Vanguard GroupCommon Stock651,058,8228.9%—Dec 31, 2025Jan 30, 2026
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Sep 30, 2025Nov 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Sep 30, 2025Nov 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003.1%—Sep 30, 2025Nov 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.2%—Sep 30, 2025Nov 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Sep 30, 2025Nov 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Sep 30, 2025Nov 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Sep 30, 2025Nov 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share450,665,5006.1%—Sep 30, 2025Nov 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Sep 30, 2025Nov 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Sep 30, 2025Nov 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Sep 30, 2025Nov 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Sep 30, 2025Nov 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Dec 31, 2024Feb 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Dec 31, 2024Feb 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003%—Dec 31, 2024Feb 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.1%—Dec 31, 2024Feb 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Dec 31, 2024Feb 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Dec 31, 2024Feb 14, 2025
National Fire & Marine Insurance CompanyCommon Stock, par value $0.01 per share11,062,6070.1%—Dec 31, 2024Feb 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Dec 31, 2024Feb 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share460,850,9806.1%—Dec 31, 2024Feb 14, 2025
NRG America Holding CompanyCommon Stock, par value $0.01 per share5,600,0000.1%—Dec 31, 2024Feb 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share145,600,0001.9%—Dec 31, 2024Feb 14, 2025
Finial Reinsurance CompanyCommon Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
Finial Holdings Inc.Common Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
National Liability & Fire Insurance CompanyCommon Stock, par value $0.01 per share28,000,0000.4%—Dec 31, 2024Feb 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Dec 31, 2024Feb 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Dec 31, 2024Feb 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share140,000,0001.8%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Dec 31, 2024Feb 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Central States of Omaha Companies, Inc—3,920,000——Sep 30, 2024Nov 14, 2024
General Star National Insurance Company—1,960,000——Sep 30, 2024Nov 14, 2024
General Reinsurance Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
General Re Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
GEICO Indemnity Company—81,200,0001.1%—Sep 30, 2024Nov 14, 2024
Government Employees Insurance Company—230,580,0003%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Direct Insurance Company—850,000——Sep 30, 2024Nov 14, 2024
General Star Indemnity Company—5,040,0000.1%—Sep 30, 2024Nov 14, 2024
Mount Vernon Fire Insurance Company—7,000,0000.1%—Sep 30, 2024Nov 14, 2024
NorGUARD Insurance Company—615,550——Sep 30, 2024Nov 14, 2024
Am GUARD Insurance Company—311,642——Sep 30, 2024Nov 14, 2024
West GUARD Insurance Company—927,192——Sep 30, 2024Nov 14, 2024
The Medical Protective Company—560,000——Sep 30, 2024Nov 14, 2024
GEICO Corporation—311,780,0004.1%—Sep 30, 2024Nov 14, 2024
MedPro Group Inc—560,000——Sep 30, 2024Nov 14, 2024
National Fire & Marine Insurance Company—28,668,3660.4%—Sep 30, 2024Nov 14, 2024
First Berkshire Life Insurance Company—145,500——Sep 30, 2024Nov 14, 2024
BHG Life Insurance Company—946,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Life Insurance Company of Nebraska—8,147,0000.1%—Sep 30, 2024Nov 14, 2024
United States Liability Insurance Company—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
U.S. Investment Corporation—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Specialty Insurance Company—1,400,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of Mid-America—2,380,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of the South—2,800,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company—564,884,9417.3%—Sep 30, 2024Nov 14, 2024
NRG America Holding Company—5,600,0000.1%—Sep 30, 2024Nov 14, 2024
Columbia Insurance Company—141,410,0001.8%—Sep 30, 2024Nov 14, 2024
Finial Reinsurance Company—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
Finial Holdings Inc—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
National Liability & Fire Insurance Company—28,000,0000.4%—Sep 30, 2024Nov 14, 2024
Cypress Insurance Company—2,100,000——Sep 30, 2024Nov 14, 2024
Oak River Insurance Company—4,200,000——Sep 30, 2024Nov 14, 2024
BH Finance LLC—140,000,0001.8%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Homestate Insurance Company—11,900,0000.2%—Sep 30, 2024Nov 14, 2024
Central States Indemnity Company of Omaha—3,920,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Inc—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
Warren E. Buffett—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
The Vanguard Group - 23-1945930—608,297,7117.7%——Feb 13, 2024
BlackRock, Inc.Common Stock494,523,4266.2%—Dec 31, 2023Jan 29, 2024
The Vanguard Group - 23-1945930—607,703,4677.6%——Feb 9, 2023
BlackRock, Inc.Common Stock474,777,1225.9%—Dec 31, 2022Feb 7, 2023
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Mar 11, 2022
The Vanguard Group - 23-1945930—586,192,0467.2%——Feb 9, 2022
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Feb 8, 2022
Central States of Omaha Companies, IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
General Star National Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,960,000——Dec 31, 2020Feb 16, 2021
General Reinsurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
General Re CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
GEICO Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE81,200,0000.9%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Direct Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE850,000——Dec 31, 2020Feb 16, 2021
General Star Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,040,0000.1%—Dec 31, 2020Feb 16, 2021
Mount Vernon Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE7,000,0000.1%—Dec 31, 2020Feb 16, 2021
Old United Casualty CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE443,000——Dec 31, 2020Feb 16, 2021
NorGUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE868,000——Dec 31, 2020Feb 16, 2021
Government Employees Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE229,600,0002.7%—Dec 31, 2020Feb 16, 2021
Am GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE521,000——Dec 31, 2020Feb 16, 2021
West GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,389,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway International Insurance LtdCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,827,000——Dec 31, 2020Feb 16, 2021
Princeton Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,043,000——Dec 31, 2020Feb 16, 2021
The Medical Protective CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE10,396,0000.1%—Dec 31, 2020Feb 16, 2021
MedPro Group IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,999,0000.1%—Dec 31, 2020Feb 16, 2021
National Fire & Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE17,275,0000.2%—Dec 31, 2020Feb 16, 2021
Genesis Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE176,400——Dec 31, 2020Feb 16, 2021
First Berkshire Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE145,500——Dec 31, 2020Feb 16, 2021
BHG Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,560,000——Dec 31, 2020Feb 16, 2021
GEICO CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE311,780,0003.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Life Insurance Company of NebraskaCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,777,0000.2%—Dec 31, 2020Feb 16, 2021
United States Liability Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
U.S. Investment CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
Wellfleet New York Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE560,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Specialty Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE6,489,0000.1%—Dec 31, 2020Feb 16, 2021
GEICO Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
Boat America CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of Mid-AmericaCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,380,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of the SouthCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,800,000——Dec 31, 2020Feb 16, 2021
NRG America Holding CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,600,0000.1%—Dec 31, 2020Feb 16, 2021
National Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE745,228,6068.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Assurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,400,0000.3%—Dec 31, 2020Feb 16, 2021
Columbia Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE205,877,0002.4%—Dec 31, 2020Feb 16, 2021
Finial Reinsurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
Finial Holdings IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
National Liability & Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE28,000,0000.3%—Dec 31, 2020Feb 16, 2021
Cypress Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,100,000——Dec 31, 2020Feb 16, 2021
Oak River Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE4,200,000——Dec 31, 2020Feb 16, 2021
BH Finance LLCCOMMON STOCK, PAR VALUE $0.01 PER SHARE140,000,0001.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Homestate Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,900,0000.1%—Dec 31, 2020Feb 16, 2021
Central States Indemnity Company of OmahaCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
Warren E. BuffettCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
The Vanguard Group - 23-1945930—614,743,1317.1%——Feb 10, 2021

Institutional filings · 13F

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
North Forty Two & Co.COM23,351—Sep 30, 2026Oct 19, 2026
WASHINGTON GROWTH STRATEGIES LLCCOM32,749—Sep 30, 2026Oct 19, 2026
MINDSET WEALTH MANAGEMENT, LLCCOM35,049—Sep 30, 2026Oct 19, 2026
Generali Investments, Management Co LLCCOM72,224—Sep 30, 2026Oct 19, 2026
Optivise Advisory Services LLCCOM8,379—Sep 30, 2026Oct 19, 2026
HIGHLINE WEALTH PARTNERS LLCStock3,724—Sep 30, 2026Oct 19, 2026
NEW WAVE WEALTH ADVISORS LLCCOM19,665—Sep 30, 2026Oct 19, 2026
PROMETHIUM ADVISORS,LLCCOM9,845—Sep 30, 2026Oct 19, 2026
Abel Hall, LLCCOM14,383—Sep 30, 2026Oct 19, 2026
Private Wealth Management Group, LLCCOM6,152—Sep 30, 2026Oct 19, 2026
Maia Wealth LLCCOM12,700—Sep 30, 2026Oct 19, 2026
Advantage Trust CoCOM2,250—Sep 30, 2026Oct 19, 2026
Traveka Wealth, LLCCOM8,854—Sep 30, 2026Oct 19, 2026
TRITONPOINT WEALTH, LLCCOM58,581—Sep 30, 2026Oct 19, 2026
Gold Investment Management Ltd.COM88,879—Sep 30, 2026Oct 19, 2026
Linden Thomas Advisory Services, LLCCOM9,687—Sep 30, 2026Oct 19, 2026
Worth Financial Advisory Group, LLCCOM17,406—Sep 30, 2026Oct 19, 2026
Colonial River Investments, LLCCOM25,860—Sep 30, 2026Oct 19, 2026
AdviceOne Advisory Services, LLCCOM6,995—Sep 30, 2026Oct 19, 2026
PensionDanmark PensionsforsikringsaktieselskabCOM1,488,121—Sep 30, 2026Oct 19, 2026
JB Capital LLCCOM15,741—Sep 30, 2026Oct 19, 2026
RIDGECREST WEALTH PARTNERS, LLCCOM12,107—Sep 30, 2026Oct 19, 2026
DEFINED WEALTH MANAGEMENT, LLCCOM14,298—Sep 30, 2026Oct 19, 2026
CFS Investment Advisory Services, LLCCOM40,560—Sep 30, 2026Oct 19, 2026
BENNETT SELBY INVESTMENTS LPCOM18,421—Sep 30, 2026Oct 19, 2026
Planned Solutions, Inc.Stock11,489—Sep 30, 2026Oct 19, 2026
BNC WEALTH MANAGEMENT, LLCCOM6,164—Sep 30, 2026Oct 19, 2026
Asio Capital, LLCCOM60,256—Sep 30, 2026Oct 19, 2026
Blue Zone Wealth Advisors, LLCCOM12,667—Sep 30, 2026Oct 19, 2026
Investment Research & Advisory Group, Inc.COM4,861—Sep 30, 2026Oct 19, 2026
Single Point Partners, LLCCOM4,626—Sep 30, 2026Oct 19, 2026
Arkfeld Wealth Strategies, L.L.C.COM21,984—Sep 30, 2026Oct 19, 2026
Hobart Private Capital, LLCCOM317—Sep 30, 2026Oct 19, 2026
Hobart Private Capital, LLCCOM36—Sep 30, 2026Oct 19, 2026
Hobart Private Capital, LLCCOM9,360—Sep 30, 2026Oct 19, 2026
Grandview Asset Management LLCCOM15,406—Sep 30, 2026Oct 19, 2026
Asset Advisors Investment Management, LLCCOM8,612—Sep 30, 2026Oct 19, 2026
Yarbrough Capital, LLCCOM198,705—Sep 30, 2026Oct 19, 2026
Grant Private Wealth Management IncCOM10,771—Sep 30, 2026Oct 19, 2026
Cottage Street Advisors LLCCOM11,581—Sep 30, 2026Oct 19, 2026
Cornell Pochily Investment Advisors, Inc.COM4,839—Sep 30, 2026Oct 19, 2026
LexAurum Advisors, LLCCOM22,643—Sep 30, 2026Oct 19, 2026
Kaufman Rossin Wealth, LLCCOM5,587—Sep 30, 2026Oct 19, 2026
Legacy Advisors, LLCCOM37,223—Sep 30, 2026Oct 19, 2026
Cordatus Wealth Management LLCCOM83,081—Sep 30, 2026Oct 19, 2026
Beirne Wealth Consulting Services, LLCCOM10,132—Sep 30, 2026Oct 19, 2026
First Bank & TrustEquities11,266—Sep 30, 2026Oct 19, 2026
CWA Asset Management Group, LLCCOM198,389—Sep 30, 2026Oct 19, 2026
Community Bank & Trust, Waco, TexasCOM37,103—Sep 30, 2026Oct 19, 2026
BDF-GESTIONCOM70,184—Sep 30, 2026Oct 19, 2026
Spectrum Asset Management, Inc. (NB/CA)COM4,478—Sep 30, 2026Oct 19, 2026
Spectrum Asset Management, Inc. (NB/CA)COM526—Sep 30, 2026Oct 19, 2026
Archford Capital Strategies, LLCCOM21,831—Sep 30, 2026Oct 19, 2026
BEACON FINANCIAL GROUPCOM51,222—Sep 30, 2026Oct 19, 2026
LVW Advisors, LLCCOM59,079—Sep 30, 2026Oct 19, 2026
Retirement Planning Group, LLCCOM15,672—Sep 30, 2026Oct 19, 2026
COURIER CAPITAL LLCCOM191,845—Sep 30, 2026Oct 19, 2026
Private Wealth Group, LLCCOM4,326—Sep 30, 2026Oct 19, 2026
Global Trust Asset Management, LLCCOM2,369—Sep 30, 2026Oct 19, 2026
RICHARDS, MERRILL & PETERSON, INC.COM6,450—Sep 30, 2026Oct 19, 2026
Wealth Analytics Partners, LLCCOM5,267—Sep 30, 2026Oct 19, 2026
BRAUN STACEY ASSOCIATES INCCOM527,161—Sep 30, 2026Oct 19, 2026
TRUE Private Wealth AdvisorsCOM15,321—Sep 30, 2026Oct 19, 2026
RS CRUM INC.COM9,936—Sep 30, 2026Oct 19, 2026
Herold Advisors, Inc.COM36,169—Sep 30, 2026Oct 19, 2026
Kondo Wealth Advisors, Inc.COM4,542—Sep 30, 2026Oct 19, 2026
Diversified Enterprises, LLCCOM40,954—Sep 30, 2026Oct 19, 2026
Wernau Asset Management Inc.COM81,755—Sep 30, 2026Oct 19, 2026
SONATA CAPITAL GROUP INCCOM7,100—Sep 30, 2026Oct 19, 2026
KANAWHA CAPITAL MANAGEMENT LLCCOM20,726—Sep 30, 2026Oct 19, 2026
SOUTHERN MICHIGAN BANK & TRUSTCOM1,949—Sep 30, 2026Oct 19, 2026
Acorn Wealth Advisors, LLCCOM11,594—Sep 30, 2026Oct 19, 2026
BOURGEON CAPITAL MANAGEMENT LLCCOM300,314—Sep 30, 2026Oct 19, 2026
WASHINGTON CAPITAL MANAGEMENT, INCCOM18,365—Sep 30, 2026Oct 19, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/Stock190,268—Sep 30, 2026Oct 19, 2026
PVG ASSET MANAGEMENT CORPCOM5,093—Sep 30, 2026Oct 19, 2026
CITY HOLDING COCOMMON STOCK52,719—Sep 30, 2026Oct 19, 2026
CIGNA INVESTMENTS INC /NEWCommon Stock60,666—Sep 30, 2026Oct 19, 2026
James T. Borello RIACOM2,046—Jun 30, 2026Oct 16, 2026
James T. Borello RIACOM335—Jun 30, 2026Oct 16, 2026
James T. Borello RIACOM1,138—Mar 31, 2026Oct 16, 2026
James T. Borello RIACOM335—Mar 31, 2026Oct 16, 2026
James T. Borello RIACOM1,288—Dec 31, 2025Oct 16, 2026
James T. Borello RIACOM335—Dec 31, 2025Oct 16, 2026
James T. Borello RIACOM755—Sep 30, 2025Oct 16, 2026
James T. Borello RIACOM335—Sep 30, 2025Oct 16, 2026
James T. Borello RIACOM335—Jun 30, 2025Oct 16, 2026
James T. Borello RIACOM335—Mar 31, 2025Oct 16, 2026
James T. Borello RIACOM335—Dec 31, 2024Oct 16, 2026
James T. Borello RIACOM335—Sep 30, 2024Oct 16, 2026
James T. Borello RIACOM4,071—Jun 30, 2024Oct 16, 2026
James T. Borello RIACOM4,025—Mar 31, 2024Oct 16, 2026
James T. Borello RIACOM335—Dec 31, 2023Oct 16, 2026
James T. Borello RIACOM2,081—Sep 30, 2026Oct 16, 2026
James T. Borello RIACOM662—Sep 30, 2026Oct 16, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC.Stock18,394—Sep 30, 2026Oct 16, 2026
Avail Investment Partners, LLCCOM7,990—Sep 30, 2026Oct 16, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLCCOM10,266—Sep 30, 2026Oct 16, 2026
OFS Enterprise LLCCOM11,493—Sep 30, 2026Oct 16, 2026
Stronghold Wealth Management L.L.C.Stock6,425—Sep 30, 2026Oct 16, 2026
Stronghold Wealth Management L.L.C.Stock710—Sep 30, 2026Oct 16, 2026
Stronghold Wealth Management L.L.C.Stock559—Sep 30, 2026Oct 16, 2026
Berman McAleer LLCCOM11,432—Sep 30, 2026Oct 16, 2026
Align Financial, LLCStock68—Sep 30, 2026Oct 16, 2026
Cornerstone Management, Inc.COM10,200—Sep 30, 2026Oct 16, 2026
Keudell/Morrison Wealth ManagementCOM7,953—Sep 30, 2026Oct 16, 2026
Cache Advisors, LLCCOM40,379—Sep 30, 2026Oct 16, 2026
Concurrent Investment Advisors, LLCCOM · Call400—Sep 30, 2026Oct 16, 2026
Concurrent Investment Advisors, LLCCOM804,246—Sep 30, 2026Oct 16, 2026
Concurrent Investment Advisors, LLCCOM181,087—Sep 30, 2026Oct 16, 2026
Global Strategic Investment Solutions, LLCCOM4,673—Sep 30, 2026Oct 16, 2026
KELLY FINANCIAL GROUP LLCCOM6,028—Sep 30, 2026Oct 16, 2026
Centennial Wealth Advisory LLCCOM5,893—Sep 30, 2026Oct 16, 2026
Evansbrook LLCCOMMON STOCK23,854—Sep 30, 2026Oct 16, 2026
Bullock Wealth Management GroupStock11,424—Mar 31, 2023Oct 16, 2026
Bullock Wealth Management GroupStock10,943—Jun 30, 2023Oct 16, 2026
Bullock Wealth Management GroupStock11,106—Sep 30, 2023Oct 16, 2026
Bullock Wealth Management GroupStock11,115—Dec 31, 2023Oct 16, 2026
North Capital, Inc.COM5,313—Sep 30, 2026Oct 16, 2026
MB, LEVIS & ASSOCIATES, LLCCOM2,765—Sep 30, 2026Oct 16, 2026
Bay Capital Advisors, LLCCOM11,264—Sep 30, 2026Oct 16, 2026
TD Waterhouse Canada Inc.COM1,109,501—Sep 30, 2026Oct 16, 2026
FIDUCIARY ADVISORS, INC.COM22,826—Sep 30, 2026Oct 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLCCOM13,302—Sep 30, 2026Oct 16, 2026
Smith Thornton Advisors LLCCOM27,802—Sep 30, 2026Oct 16, 2026
Mosley Wealth ManagementStock5,042—Sep 30, 2026Oct 16, 2026
Premier Path Wealth Partners, LLCCOM72,174—Sep 30, 2026Oct 16, 2026
Essex BankCOMMON STOCK10,188—Sep 30, 2026Oct 16, 2026
Essex BankCOMMON STOCK2,468—Sep 30, 2026Oct 16, 2026
DiNuzzo Private Wealth, Inc.COM2,043—Sep 30, 2026Oct 16, 2026
WealthBridge Capital Management, LLCCOM8,105—Sep 30, 2026Oct 16, 2026
PEDDOCK CAPITAL ADVISORS, LLCCOM76,946—Sep 30, 2026Oct 16, 2026
Snider Financial GroupCOM14,371—Sep 30, 2026Oct 16, 2026
SARD WEALTH MANAGEMENT GROUP, LLCCOM8,655—Sep 30, 2026Oct 16, 2026
Parisi Gray Wealth ManagementCOM20,798—Sep 30, 2026Oct 16, 2026
Hutchens & Kramer Investment Management Group, LLCCOM3,804—Sep 30, 2026Oct 16, 2026
Chemistry Wealth Management LLCCOM71,825—Sep 30, 2026Oct 16, 2026
Cyndeo Wealth Partners, LLCCOM38,348—Sep 30, 2026Oct 16, 2026
CWS Financial Advisors, LLCCOM4,767—Sep 30, 2026Oct 16, 2026
Signature Resources Capital Management, LLCCOM2,115—Sep 30, 2026Oct 16, 2026
Finer Wealth Management, Inc.COM14,417—Sep 30, 2026Oct 16, 2026
ASR Vermogensbeheer N.V.COM809,585—Sep 30, 2026Oct 16, 2026
Forum Financial Management, LPCOM13,351—Sep 30, 2026Oct 16, 2026
Intergy Private Wealth, LLCCOM6,153—Sep 30, 2026Oct 16, 2026
Newport Capital Group, LLCCOM9,417—Sep 30, 2026Oct 16, 2026
Opal Wealth Advisors, LLCCOM12,860—Sep 30, 2026Oct 16, 2026
Prairiewood Capital, LLCCOM19,126—Sep 30, 2026Oct 16, 2026
Rise Advisors, LLCStock13,240—Sep 30, 2026Oct 16, 2026
TEMA ETFS LLCCOM139,026—Sep 30, 2026Oct 16, 2026
Cornerstone Planning Group LLCCommon Stock4,108—Sep 30, 2026Oct 16, 2026
KWB WealthCOM11,195—Sep 30, 2026Oct 16, 2026
Onyx Bridge Wealth Group LLCCOM237—Sep 30, 2026Oct 16, 2026
Onyx Bridge Wealth Group LLCCOM11,883—Sep 30, 2026Oct 16, 2026
Dynamic Wealth Strategies, LLCStock600—Sep 30, 2026Oct 16, 2026
SteelPeak Wealth, LLCCOM119,793—Sep 30, 2026Oct 16, 2026
Beacon Financial Advisory LLCCOM12,352—Sep 30, 2026Oct 16, 2026
Y-Intercept (Hong Kong) LtdCOM592,526—Sep 30, 2026Oct 16, 2026
CRA Financial Services, LLCCOM44,999—Sep 30, 2026Oct 16, 2026
Selective Wealth Management, Inc.COM9,526—Sep 30, 2026Oct 16, 2026
SWEENEY & MICHEL, LLCCOM25,958—Sep 30, 2026Oct 16, 2026
Trail Ridge Investment Advisors, LLCCOM5,848—Sep 30, 2026Oct 16, 2026
Ariston Services GroupCOM6,313—Sep 30, 2026Oct 16, 2026
FNY Investment Advisers, LLCCOM · Call102—Sep 30, 2026Oct 16, 2026
Quad-Cities Investment Group, LLCCOM5,421—Sep 30, 2026Oct 16, 2026
Howard Capital Management, LLCCOM47,643—Sep 30, 2026Oct 16, 2026
Baugh & Associates, LLCCOM128,396—Sep 30, 2026Oct 16, 2026
Vanguard Capital Wealth AdvisorsCOM27,587—Sep 30, 2026Oct 16, 2026
GFG Capital, LLCCOM1,955—Sep 30, 2026Oct 16, 2026
GFG Capital, LLCCOM1,885—Sep 30, 2026Oct 16, 2026
ARS Wealth Advisors Group, LLCCOM165,736—Sep 30, 2026Oct 16, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.COM71,570—Sep 30, 2026Oct 16, 2026
PFG AdvisorsCOM16,647—Sep 30, 2026Oct 16, 2026
IFP Advisors, Inccs176,029—Sep 30, 2026Oct 16, 2026
RKL Wealth Management LLCCOM9,650—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM · Put40,000—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM93,153—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM216,648—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM125—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM161,713—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM9,578—Sep 30, 2026Oct 16, 2026
Vontobel Holding Ltd.COM4,221—Sep 30, 2026Oct 16, 2026
Goelzer Investment Management, Inc.COM221,202—Sep 30, 2026Oct 16, 2026
Annex Advisory Services, LLCCOM725,751—Sep 30, 2026Oct 16, 2026
HENGEHOLD CAPITAL MANAGEMENT LLCCOM6,895—Sep 30, 2026Oct 16, 2026
BANQUE PICTET & CIE SACOM688,550—Sep 30, 2026Oct 16, 2026
Cardinal Capital Management, Inc.COM4,175—Sep 30, 2026Oct 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLCCOM3,000—Sep 30, 2026Oct 16, 2026
Gemmer Asset Management LLCCOM20,064—Sep 30, 2026Oct 16, 2026
SHEETS SMITH WEALTH MANAGEMENTCOM11,524—Sep 30, 2026Oct 16, 2026
Hanson & Doremus Investment ManagementCOMMON4,376—Sep 30, 2026Oct 16, 2026
Aull & Monroe Investment Management CorpCOM53,837—Sep 30, 2026Oct 16, 2026
Processus Wealth & Capital Management, LLCCOM78,021—Sep 30, 2026Oct 16, 2026
PERRYMAN FINANCIAL ADVISORY INC /ADCOM174,860—Sep 30, 2026Oct 16, 2026
1834 INVESTMENT ADVISORS COCOM6,098—Sep 30, 2026Oct 16, 2026
Robertson Stephens Wealth Management, LLCCOM252,771—Sep 30, 2026Oct 16, 2026
Frank, Rimerman Advisors LLCCOM75,859—Sep 30, 2026Oct 16, 2026
Encompass More Asset ManagementCOM6,332—Sep 30, 2026Oct 16, 2026
Counterpoint Mutual Funds LLCCOM4,298—Sep 30, 2026Oct 16, 2026
Birch Hill Investment Advisors LLCCOM177,625—Sep 30, 2026Oct 16, 2026
ASPIRIANT, LLCCOM42,600—Sep 30, 2026Oct 16, 2026

Insider transactions · 3/4/5

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
MOYNIHAN BRIAN TCommon Stock100,000—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock3,648—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082D · otherSep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082M · otherSep 15, 2026Sep 17, 2026
Okpara JohnbullCommon Stock27,749—Mar 10, 2026Sep 4, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock3,614—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock3,614—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherMay 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherMay 15, 2026May 19, 2026
Greener Geoffrey SCommon Stock126,756S · saleMay 5, 2026May 7, 2026
Zuber Maria TCommon Stock5,365A · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock50,003—May 4, 2026May 6, 2026
Woods Thomas DCommon Stock2,473F · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock5,365A · otherMay 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock6,500—May 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock79,150—May 4, 2026May 6, 2026
ROSE CLAYTON STUARTCommon Stock25,515—May 4, 2026May 6, 2026
NOWELL LIONEL L IIICommon Stock3,930—May 4, 2026May 6, 2026
Martinez MariaCommon Stock465—May 4, 2026May 6, 2026
Martinez MariaCommon Stock5,365A · otherMay 4, 2026May 6, 2026
LOZANO MONICA CCommon Stock3,387—May 4, 2026May 6, 2026
DONALD ARNOLD WCommon Stock5,365A · otherMay 4, 2026May 6, 2026
ALMEIDA JOSE ECommon Stock5,365A · otherMay 4, 2026May 6, 2026
Allen Sharon L.Common Stock99,927—May 4, 2026May 6, 2026

How to read these figures

What do these ownership filings represent?

SEC disclosures describe positions or transactions under different reporting rules and dates. An institutional holding is not necessarily a current position, and an insider transaction is not automatically an open-market purchase. Read the filing type, share class and transaction code.

Why is this not a complete ownership pie?

The records do not all refer to the same date or reporting threshold. Adding them can double-count positions. Missing prices or values are left missing, and transaction totals describe only the records covered by the stated period and calculation.

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Valuations are estimates, not investment advice. Figures may use different source dates.