Back to Explorer
Bank of America Corporation
BACleaderBank of America is one of the world's largest financial institutions, serving consumers, small businesses, and large corporations with a comprehensive range of banking, investing, and wealth management services.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($102.7B)
Static data (loading live financials…)
Consumer Banking (38%)
Global Banking (23%)
Global Markets (24%)
Global Wealth & Investment Management (15%)
Segment Breakdown & Key Customers
Product Details
Consumer Banking35%
Retail deposits, consumer lending, and Merrill wealth management
Global Banking25%
Corporate lending, treasury management, and investment banking
Global Markets25%
Sales and trading in fixed income, equities, and derivatives
Global Wealth & Investment Management15%
Merrill Lynch and Private Bank advisory and asset management
Supply Chain Relationships
Competitors
Macro & Market Context
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
Upcoming Catalysts
◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정
Institutional Signals
| Institution | Action | Value | Quarter | Filing Date |
|---|---|---|---|---|
| Berkshire Hathaway | reducing | $216M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $655M | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | reducing | $8M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | reducing | $116M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $1.2B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $17.1B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $6.9B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $539M | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $589M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $244M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $251M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $40M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $923M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $375M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $6.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $469M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $463M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $278M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $469M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $68M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $169M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $61M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $392K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $402M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $231K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $155K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $39M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $171K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $689M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $815M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $32.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $990K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $185M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $16.4B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $2.9B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $46M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $27M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $42M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $763K | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | reducing | $247M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $6.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $310M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $282M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $17M | 2025.12 | 2026-02-17↑ |
Latest News
Loading news...
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Bank of America Corporation.
Related Macro Themes
View All ThemesCompany Info
Sector Overview — 금융
Sector News금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
Key Themes
- •금리 인하 → 모기지·기업대출 수요 회복 기대
- •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
- •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜
Upcoming Catalysts
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)