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EG · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EG
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterEGBAC
Q3 20208 holders, $779m33 holders, $48.3bn
Q4 20208 holders, $775m36 holders, $60.7bn
Q1 20218 holders, $757m33 holders, $77.6bn
Q2 202111 holders, $936m30 holders, $83.1bn
Q3 20219 holders, $791m28 holders, $81.4bn
Q4 202110 holders, $971m30 holders, $82.8bn
Q1 20229 holders, $830m39 holders, $74.0bn
Q2 20229 holders, $844m40 holders, $54.7bn
Q3 202211 holders, $769m36 holders, $53.0bn
Q4 202211 holders, $1.1bn33 holders, $59.0bn
Q1 202314 holders, $1.2bn32 holders, $50.5bn
Q2 202319 holders, $2.0bn37 holders, $49.0bn
Q3 202321 holders, $2.4bn36 holders, $46.0bn
Q4 202316 holders, $1.9bn34 holders, $56.6bn
Q1 202412 holders, $2.5bn35 holders, $64.4bn
Q2 20249 holders, $2.6bn35 holders, $68.9bn
Q3 202415 holders, $2.0bn43 holders, $60.8bn
Q4 202417 holders, $1.8bn43 holders, $63.8bn
Q1 202515 holders, $1.6bn40 holders, $59.8bn
Q2 202514 holders, $1.5bn44 holders, $67.4bn
Q3 202512 holders, $1.8bn44 holders, $72.1bn
Q4 202513 holders, $1.8bn41 holders, $68.5bn
Q1 202613 holders, $1.5bn39 holders, $59.5bn
Q2 202614 holders, $2.1bn37 holders, $64.8bn
EG

Everest Group LTD

Holders
15
Reported value
$1.6bn
Buyers
8
Sellers
10

Breadth -2 among 95 comparable managers.

BAC

Bank of Amer Corp

Holders
40
Reported value
$59.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

Who holds both, Q1 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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