BAC BANK OF AMERICA CORP

Ownership history in Boit C F David  ·  18 quarters on record

AI Ownership Summary

Boit C F David reported BANK OF AMERICA CORP (BAC) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.59% in 2025 Q4. The latest visible filing shows BAC at 2.59% 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 Boit C F David's position in BANK 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 2.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.59% in 2025 Q4

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 Boit C F David 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 UNCHANGED 107,198 0% 2.59% $6.0M 2026-02-14 (Est.) $52.25
2025 Q3 UNCHANGED 107,198 0% 2.50% $5.5M 2025-10-28 $52.30
2025 Q2 UNCHANGED 107,198 0% 2.44% $5.1M 2025-07-30 $47.18
2025 Q1 REDUCED 107,198 -10,000 -8.5% 2.25% $4.5M 2025-04-08 $34.26
2024 Q4 UNCHANGED 117,198 0% 2.09% $5.2M 2025-01-24 $45.21
2024 Q3 REDUCED 117,198 -1,200 -1.0% 2.28% $4.6M 2024-10-07 $38.62
2024 Q2 REDUCED 118,398 -1,578 -1.3% 2.45% $4.7M 2024-07-10 $40.08
2024 Q1 UNCHANGED 119,976 0% 2.42% $4.4M 2024-05-02 $35.20
2023 Q4 ADDED 119,976 +11,769 +10.9% 2.27% $4.0M 2024-01-24 $31.26
2023 Q3 UNCHANGED 108,207 0% 1.98% $2.9M 2023-10-23 $24.04
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and BAC

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

How long has Boit C F David reported owning BAC?

Boit C F David reported BAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BAC position in Boit C F David's portfolio?

The largest reported portfolio weight for BAC was 2.59% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 107,198 shares, equal to 2.59% of portfolio, with an estimated market value of $6.0M.

What does the chart on this BAC ownership page compare?

The chart compares Boit C F David'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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