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Fund Summary Info

  • San Francisco-based American Multinational Diversified Financial Services Co.
  • Largest US Bank By Market-Cap And One of the Big Four US Banks
  • Belongs to Mega Fund Group.
  • $259 Billion in 13-F Assets, Up from $243 Billion in June 2014 Qtr., And Up from $257 Billion in Prior March 2015 Qtr.
  • Returned 7.3% in FY 2014, Higher than the 3.5% Return for the small-cap Russell 2000 in FY 2014 But Lower than the 7.5% Return for the Dow Jones
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Latest Quarter 13-F Holdings Summary

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    Notes: (1) All columns are sortable, so you can find, e.g., largest holdings, or most shares bought or sold; (2) Use the search field to search, e.g., by name, ticker, or industry group; (3) Display can be paginated to show, e.g., 10, 25, 50 or 100 entries per page; (4) Use the pull-down Industry Filter to view holdings by Industry (only avail. for large funds); (5) Click on ticker to be taken to our ‘All-Stock-Data-At-A-Glance’ page.