Smart Money · Holder IQ
59 / 100
Above median holder quality (percentile 64.5 this quarter).
BAC-PL
Bank of America CorporationNYSE
$1,161.99+0.21%
Close Nov 13, 2026
Reading stored signals…
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- 6.8%
- Consistency of fitted trend · R²
- 0.964
- Recent / whole-window slope
- 1.56×
- BAC-PL
- Whole-window fit
- Recent 12-quarter fit
Quarterly chart values · 41 observations
· 100 indexed · 19 per share
· 103 indexed · 19.6 per share
· 102.5 indexed · 19.5 per share
· 104.1 indexed · 19.8 per share
· 107.1 indexed · 20.3 per share
· 102.7 indexed · 19.5 per share
· 101.7 indexed · 19.3 per share
· 102.4 indexed · 19.4 per share
· 103.1 indexed · 19.6 per share
· 104.4 indexed · 19.8 per share
· 108.3 indexed · 20.6 per share
· 110.4 indexed · 21 per share
· 115.6 indexed · 22 per share
· 117.2 indexed · 22.3 per share
· 118.2 indexed · 22.5 per share
· 120.6 indexed · 22.9 per share
· 121.2 indexed · 23 per share
· 122.8 indexed · 23.3 per share
· 125.5 indexed · 23.8 per share
· 127.1 indexed · 24.1 per share
· 130.6 indexed · 24.8 per share
· 131.4 indexed · 24.9 per share
· 132.5 indexed · 25.2 per share
· 130.5 indexed · 24.8 per share
· 132.6 indexed · 25.2 per share
· 133.1 indexed · 25.3 per share
· 136 indexed · 25.8 per share
· 141.1 indexed · 26.8 per share
· 143.6 indexed · 27.3 per share
· 146.7 indexed · 27.9 per share
· 150.4 indexed · 28.5 per share
· 153.5 indexed · 29.1 per share
· 156.9 indexed · 29.8 per share
· 162 indexed · 30.8 per share
· 164.3 indexed · 31.2 per share
· 167 indexed · 31.7 per share
· 174.2 indexed · 33.1 per share
· 181.9 indexed · 34.5 per share
· 185.8 indexed · 35.3 per share
· 187.5 indexed · 35.6 per share
· 192.4 indexed · 36.5 per share
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Composite percentile: 31.3% among 100 admitted financial issuers in this captured run. The composite combines growth and consistency percentiles. This is not a comparison with every listed company.
Method, filing sources and publication receipt
Does not meet the historical compounder rule
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0000070858-16-000200; 0000070858-16-000222; 0000070858-17-000013. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. An additional method qualification is recorded in the publication receipt. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:e38dc2bd050a224f611f9914dd6b557dad93c391d2c5c117655a2c8b168a7c4f
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
- 1 month
- -1.3%
- 3 months
- -10.6%
- 1 year
- -7.8%
- 52-week range
- $1,144.05$1,306.20
More market facts
- Dividend
- No dividends on record
End-of-day close from stored market data, not a live quote.
Portfolio context
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Sign inMarket context
Smart money context
Holder IQ: MEDIUM
20 smart-money holders: institutions with a high Holder IQ
Q2 2026, due Aug 14, 2026
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoveryRed flags
Red flags: 0
Largest 13-F holders · Q2 2026
277 filers reported a long position in BAC-PL for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
54%
of the 1.8M shares 13-F filers reported
Moves vs Q1 2026
5 added5 trimmed
Net shares held
+3.9%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Voya Investment Management LLC | $283.7M · 226.1K shares | 226.1K | -7.4% |
| 2 | BlackRock, Inc. | $199.2M · 158.8K shares | 158.8K | -1.4% |
| 3 | Advent Capital Management | $183.9M · 146.3K shares | 146.3K | -1.9% |
| 4 | Camden Asset Management L P | $99.7M · 79.5K shares | 79.5K | +10.6% |
| 5 | Victory Capital Management Inc | $91.4M · 72.9K shares | 72.9K | +4.1% |
| 6 | Two Sigma Investments, LP | $87.5M · 69.8K shares | 69.8K | -26.1% |
| 7 | Hudson Bay Capital Management LP | $80.7M · 64.4K shares | 64.4K | +77.9% |
| 8 | Ameriprise Financial Inc | $71.9M · 57.3K shares | 57.3K | -0.3% |
| 9 | CSS LLC | $63.3M · 50.4K shares | 50.4K | +388.4% |
| 10 | State Street Corp | $58.1M · 46.4K shares | 46.4K | +14.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inMoves the factor model did not explain
How much of BAC-PL’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A unique ordinary-share USD model listing is unavailable.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (0)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T15:18:50.115Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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