BAC BANK AMER CORP

Ownership history in CHOREO, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in BANK AMER CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.77% (2024 Q2)
Avg. % of fund
0.52%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,971,365 -225,392 -10.3% 1.39% $109.0M $54.69
2025 Q3 REDUCED 2,196,757 -210,956 -8.8% 1.48% $113.3M $51.03
2025 Q2 REDUCED 2,407,713 -70,216 -2.8% 1.59% $113.9M $46.55
2025 Q1 REDUCED 2,477,929 -85,341 -3.3% 1.60% $103.4M $40.81
2024 Q4 REDUCED 2,563,270 -168,926 -6.2% 1.62% $112.6M $42.71
2024 Q3 ADDED 2,732,196 +95,137 +3.6% 1.57% $107.3M $38.35
2024 Q2 ADDED 2,637,059 +2,499,660 +1819.3% 1.77% $105.4M $38.19
2024 Q1 REDUCED 137,399 -1,108 -0.8% 0.13% $5.2M $36.19
2023 Q4 ADDED 138,507 +45,703 +49.2% 0.13% $4.7M $31.91
2023 Q3 ADDED 92,804 +152 +0.2% 0.09% $2.5M $25.74
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAC price (monthly, adj. close)
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