BofA Securities

Analysts

Introduced as BofA Securities by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.

Coverage on earnings calls

• PODDINSULET CORP
• QCOMQUALCOMM INC/DE
• CDWCDW Corp
• CORCencora, Inc.
• IFFINTERNATIONAL FLAVORS & FRAGRANCES INC
• SNAPSnap Inc
• CAVACAVA GROUP, INC.
• MDLNMedline Inc.
• NYTNEW YORK TIMES CO
• OHIOMEGA HEALTHCARE INVESTORS INC
• EMREMERSON ELECTRIC CO
• EXPEExpedia Group, Inc.
• VSHVISHAY INTERTECHNOLOGY INC
• DOCNDigitalOcean Holdings, Inc.
• SBRASabra Health Care REIT, Inc.
• ITGARTNER INC
• HUNHuntsman CORP
• PSPERSHING SQUARE INC.
• AAPLApple Inc.
• KRYSKrystal Biotech, Inc.
• WSTWEST PHARMACEUTICAL SERVICES INC
• SLBSLB LIMITED/NV
• KRCKILROY REALTY CORP
• NEMNEWMONT Corp /DE/
• HXLHEXCEL CORP /DE/
• TFCTRUIST FINANCIAL CORP

Recent rating changes

Upgrades, downgrades, initiations and target changes by BofA Securities named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.

Rating actions by BofA Securities

Date	Stock	Action	Rating	Price targetPT	Source
2026-11-03	MRVLMarvell Technology, Inc.	Cuts target	—	—	BofA Slashes Marvell Target by 44% After Lumentum Deal
2026-11-01	ACTEnact Holdings, Inc.	Downgrade	—	—	Enact Holdings (ACT) Could Be 51% Undervalued On BofA Downgrade And Housing Risk
2026-10-12	CRMSalesforce, Inc.	Upgrade	Buy	—	Salesforce Climbs Amid Bank Of America Upgrade To Buy On Improved AI Trends
2026-10-09	ICLRICON PLC	Upgrade	—	—	ICON upgraded at BofA on better CRO demand, improved 2027 visibility
2026-09-28	IONQIonQ, Inc.	Initiates	Buy	—	IonQ Shares Rise After BofA Starts Coverage at Buy
2026-09-17	HAEHAEMONETICS CORP	Upgrade	Buy	—	Haemonetics upgraded to Buy at BofA on supply deal with CSL
2026-06-05	WELLWELLTOWER INC.	Raises target	—	—	BofA Raises its Price Target on Welltower (WELL)
2026-06-03	AVNTAVIENT CORP	Upgrade	—	—	BofA Upgrades Avient (AVNT) on Improving Industry Conditions

13F holdings: the firm's own book

13F filing of BofA Securities's parent, Bank of America Corp, for the quarter ended Jun 30, 2026, filed Aug 14, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what BofA Securities's brokerage clients hold; client positions are private.

Largest positions

Largest positions in the 13F filing

Rank	Holding	Class	Shares	Value	Weight
1	NVDANVIDIA CORPORATION	COM	195,366,864	$39.09B	2.5%
2	AAPLAPPLE INC	COM	127,820,329	$36.99B	2.4%
3	VTVVANGUARD INDEX FDS	VALUE ETF	134,456,813	$29.30B	1.9%
4	VUGVANGUARD INDEX FDS	GROWTH ETF	334,520,544	$28.82B	1.9%
5	MSFTMICROSOFT CORP	COM	73,289,286	$27.34B	1.8%
6	GOOGLALPHABET INC	CAP STK CL A	72,422,160	$25.88B	1.7%
7	AVGOBROADCOM INC	COM	61,423,013	$23.20B	1.5%
8	SPYSTATE STR SPDR S&P 500 ETF T	TR UNIT	30,777,198	$22.98B	1.5%
9	JPMJPMORGAN CHASE & CO	COM	69,666,753	$22.80B	1.5%
10	AMZNAMAZON COM INC	COM	93,223,020	$22.22B	1.4%
11	IEFAISHARES TR	CORE MSCI EAFE	204,783,528	$19.78B	1.3%
12	VOOVANGUARD INDEX FDS	S&P 500 ETF SHS	27,849,974	$19.13B	1.2%
13	IEMGISHARES INC	CORE MSCI EMKT	222,148,087	$18.40B	1.2%
14	IVVISHARES TR	CORE S&P500 ETF	22,154,893	$16.59B	1.1%
15	VEAVANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	201,617,733	$14.37B	0.9%
16	VGTVANGUARD WORLD FD	INF TECH ETF	115,992,557	$13.86B	0.9%
17	LLYELI LILLY & CO	COM	11,274,243	$13.52B	0.9%
18	IWFISHARES TR	RUS 1000 GRW ETF	108,374,626	$13.46B	0.9%
19	QQQINVESCO QQQ TR	UNIT SER 1	16,936,698	$12.47B	0.8%
20	METAMETA PLATFORMS INC	CL A	22,090,012	$12.44B	0.8%
21	MCOMICRON TECHNOLOGY INC	COM	10,174,757	$11.74B	0.8%
22	GOOGALPHABET INC	CAP STK CL C	32,582,675	$11.51B	0.7%
23	GOVTISHARES TR	US TREAS BD ETF	488,595,396	$11.13B	0.7%
24	IWDISHARES TR	RUS 1000 VAL ETF	44,711,921	$10.84B	0.7%
25	IWMISHARES TR	RUSSELL 2000 ETF	35,580,461	$10.69B	0.7%

Biggest additions

Largest increases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
VUGVANGUARD INDEX FDS	Added	334,520,544	54,648,818	+$24.11B
VGTVANGUARD WORLD FD	Added	115,992,557	15,105,780	+$12.06B
IWFISHARES TR	Added	108,374,626	27,668,812	+$10.02B
VOVANGUARD INDEX FDS	Added	73,987,186	18,131,075	+$4.50B
KLACKLA CORP	Added	13,372,400	1,307,190	+$3.64B
MCOMICRON TECHNOLOGY INC	Added	10,174,757	8,038,287	+$2.47B
AMZNAMAZON COM INC	Added	93,223,020	84,181,341	+$2.15B
AAPLAPPLE INC	Added	127,820,329	120,727,964	+$2.05B
SPYMSPDR SERIES TRUST	Added	54,715,109	36,172,901	+$1.63B
IVVISHARES TR	Added	22,154,893	20,079,104	+$1.55B

Biggest reductions

Largest decreases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
HONGBPHONEYWELL INTL INC	Sold out	0	9,124,527	−$2.06B
IWMISHARES TR	Reduced	35,580,461	41,595,539	−$1.81B
HPEHEWLETT PACKARD ENTERPRISE C	Reduced	39,500,289	74,100,943	−$1.56B
DELLDELL TECHNOLOGIES INC	Reduced	10,842,148	14,394,835	−$1.53B
NFLXNETFLIX INC.	Reduced	37,457,348	57,942,812	−$1.46B
TLTISHARES TR	Reduced	68,394,742	84,597,929	−$1.40B
WDCWESTERN DIGITAL CORP	Reduced	6,489,630	8,489,612	−$1.28B
SEAGATE TECHNOLOGY HLDNGS PL	Reduced	2,115,112	3,380,440	−$1.22B
SPYSTATE STR SPDR S&P 500 ETF T	Reduced	30,777,198	32,276,125	−$1.12B
SPGIS&P GLOBAL INC	Reduced	2,126,141	4,447,574	−$945.4M

Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.