BAC d Bank of America 44600 1932518

Ownership history in ALBERT D MASON INC  ·  29 quarters on record

AI Ownership Summary

ALBERT D MASON INC reported d Bank of America 44600 1932518 (BAC) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.53% in 2025 Q2. The latest visible filing shows BAC at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBERT D MASON INC's position in d Bank of America 44600 1932518, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BAC was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALBERT D MASON INC held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 15,484 +67 +0.4% 0.52% $799K 2025-10-15 $51.72
2025 Q2 REDUCED 15,417 -81 -0.5% 0.53% $730K 2025-07-29 $47.17
2025 Q1 REDUCED 15,498 -1,307 -7.8% 0.44% $647K 2025-04-16 $36.51
2024 Q4 REDUCED 16,805 -225 -1.3% 0.49% $739K 2025-01-15 $45.78
2024 Q3 REDUCED 17,030 -155 -0.9% 0.43% $676K 2024-10-22 $40.88
2024 Q2 REDUCED 17,185 -316 -1.8% 0.46% $683K 2024-07-16 $42.38
2024 Q1 REDUCED 17,501 -284 -1.6% 0.41% $664K 2024-04-24 $36.57
2023 Q4 ADDED 17,785 +200 +1.1% 0.40% $599K 2024-01-03 $31.78
2023 Q3 ADDED 17,585 +1,078 +6.5% 0.35% $481K 2023-10-10 $25.40
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBERT D MASON INC and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBERT D MASON INC reported owning BAC?

ALBERT D MASON INC reported BAC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported BAC position in ALBERT D MASON INC's portfolio?

The largest reported portfolio weight for BAC was 0.53% in 2025 Q2.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q3, when ALBERT D MASON INC reported 15,484 shares, equal to 0.52% of portfolio, with an estimated market value of $799K.

What does the chart on this BAC ownership page compare?

The chart compares ALBERT D MASON INC's quarterly BAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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