Monitor for any further amendments to this 13G or a potential conversion to a 13D, which would signal activist intent. The reduction in stake is minor and does not suggest a change in investment thesis.
Price Chart
Executive Summary
Bank of America Corp filed an amendment to its Schedule 13G, disclosing a passive 4.1% stake in IREN Ltd as of September 30, 2026, down from 4.7% in the prior filing. The reduction in stake is marginal and the filing remains passive, indicating no change in investment intent.
Key Financial Metrics
Key Facts
- Bank of America Corp filed a Schedule 13G/A on October 28, 2026, disclosing beneficial ownership of 16,387,980 ordinary shares of IREN Ltd.
- The stake represents 4.1% of IREN Ltd's outstanding shares, based on 404,613,536 shares outstanding as of September 28, 2026.
- The filing is an amendment to a prior Schedule 13G filed on August 3, 2026, which disclosed a 4.7% stake.
- The filing confirms the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Financial Impact
Bank of America's stake decreased from 4.7% to 4.1% of IREN Ltd's outstanding shares, a reduction of approximately 0.6 percentage points.
Risk Factors
- A further reduction in stake below 5% would eliminate the filing requirement, potentially signaling reduced institutional interest.
- If Bank of America converts to a 13D, it could indicate activist pressure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000070858-26-000535 |
| Document: 0000070858-26-000535-index.html | 0000070858-26-000535 |
| Document: 0000070858-26-000535.txt | 0000070858-26-000535 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | SC 13G/A | $28.84 | awaiting T+20 | awaiting T+20 | $26.25 (−8.98%) |
Oct 13, 2026 16d ago | DEFA14A | $30.56 | awaiting T+20 | awaiting T+20 | $26.25 (−14.10%) |
Oct 13, 2026 16d ago | DEF 14A | $30.56 | awaiting T+20 | awaiting T+20 | $26.25 (−14.10%) |
Sep 30, 2026 29d ago | SC 13G | $40.65 $26.25 | ▼ −35.42% | ▼ −36.13% | $26.25 (−35.42%) |
Aug 27, 2026 9w ago | Press Release | $35.45 $44.13 | ▲ +24.47% | ▲ +23.96% | $26.25 (−25.95%) |
Aug 13, 2026 11w ago | 8-K | $44.76 $43.83 | ▼ −2.08% | ▼ −0.33% | $26.25 (−41.35%) |
Aug 4, 2026 12w ago | 8-K | $40.85 $36.82 | ▼ −9.87% | ▼ −8.63% | $26.25 (−35.74%) |
Jul 20, 2026 14w ago | 8-K | $40.20 $44.90 | ▲ +11.69% | ▲ +7.57% | $26.25 (−34.70%) |
Jul 8, 2026 16w ago | DEFA14A | $41.72 $37.93 | ▼ −9.08% | ▼ −11.33% | $26.25 (−37.08%) |
Jun 15, 2026 19w ago | Press Release | $60.85 $38.98 | ▼ −35.94% | ▼ −35.19% | $26.25 (−56.86%) |
US Market Status
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