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Bofa Finance LLC

CUSIP: 09709UV70 | TRACE | 55 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Advisors LLC40,760,000
0.2% of portfolio›$57.7M
Income Research & Management6,843,000
5.9% of portfolio›$9.6M
AGF Management LTD1,675,000
0.0% of portfolio›$2.3M
Citigroup Inc520,000
0.0% of portfolio›$729.0K
Calamos Wealth Management LLC140,000
0.0% of portfolio›$198.2K
Commonwealth Equity Services, LLC14,000
0.0% of portfolio›$19.6K
StyleTurnoverLocationFiled
Calamos Advisors LLC
40,760,000$57.7M0.2%GrowthMediumNaperville, IL2026-11-02
Income Research & Management
6,843,000$9.6M5.9%N/AN/ABoston, MA2026-10-21
AGF Management LTD
1,675,000$2.3M0.0%GrowthHighToronto, Australia2026-11-03
Citigroup Inc
520,000$729.0K0.0%CoreMediumNew York, NY2026-11-04
Calamos Wealth Management LLC
140,000$198.2K0.0%GrowthMediumNaperville, IL2026-11-02
Commonwealth Equity Services, LLC
14,000$19.6K0.0%ETFLowWaltham, MA2026-11-02