BAC BK OF AMERICA CORP

Ownership history in apricus wealth, LLC  ·  17 quarters on record

AI Ownership Summary

apricus wealth, LLC reported BK OF AMERICA CORP (BAC) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.41% in 2024 Q1. The latest visible filing shows BAC at 2.25% 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 apricus wealth, LLC's position in BK OF AMERICA CORP, 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 Q4

BAC was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.41% in 2024 Q1

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 Q4

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 apricus wealth, LLC held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 80,200 +215 +0.3% 2.25% $4.4M 2026-02-14 (Est.) $52.25
2025 Q3 REDUCED 79,985 -1,805 -2.2% 2.23% $4.1M 2025-10-21 $50.97
2025 Q2 REDUCED 81,790 -5,390 -6.2% 2.25% $3.9M 2025-07-30 $47.18
2025 Q1 REDUCED 87,180 -7,430 -7.9% 2.16% $3.6M 2025-04-15 $37.15
2024 Q4 REDUCED 94,610 -4,925 -4.9% 2.70% $4.2M 2025-01-21 $45.35
2024 Q3 REDUCED 99,535 -6,285 -5.9% 2.60% $3.9M 2024-10-23 $40.92
2024 Q2 REDUCED 105,820 -22,175 -17.3% 3.01% $4.2M 2024-07-25 $40.02
2024 Q1 REDUCED 127,995 -2,235 -1.7% 3.41% $4.9M 2024-05-14 $36.74
2023 Q4 ADDED 130,230 +940 +0.7% 3.34% $4.4M 2024-01-22 $30.85
2023 Q3 ADDED 129,290 +640 +0.5% 3.02% $3.5M 2023-10-24 $23.95
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About apricus wealth, LLC and BAC

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

How long has apricus wealth, LLC reported owning BAC?

apricus wealth, LLC reported BAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BAC position in apricus wealth, LLC's portfolio?

The largest reported portfolio weight for BAC was 3.41% in 2024 Q1.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when apricus wealth, LLC reported 80,200 shares, equal to 2.25% of portfolio, with an estimated market value of $4.4M.

What does the chart on this BAC ownership page compare?

The chart compares apricus wealth, LLC'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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