BAC β€” BANK AMER CORP

Ownership history in Cordatus Wealth Management LLC  Β·  19 quarters on record

AI Ownership Summary

Cordatus Wealth Management LLC reported BANK AMER CORP (BAC) in 19 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.07% in 2025 Q4. The latest visible filing shows BAC at 1.07% 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 Cordatus Wealth Management LLC's position in BANK AMER 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 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% 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
2024 Q4 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 Cordatus Wealth Management LLC held BAC β€” position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 84,248 +462 +0.6% 1.07% $4.6M 2026-02-14 (Est.) $52.25
2025 Q3 ADDED 83,786 +498 +0.6% 1.02% $4.3M 2025-10-22 $50.55
2025 Q2 REDUCED 83,288 -213 -0.3% 0.97% $3.9M 2025-08-11 $45.41
2025 Q1 ADDED 83,501 +3,544 +4.4% 0.96% $3.5M 2025-05-08 $40.68
2024 Q4 ADDED 79,957 +2,011 +2.6% 0.93% $3.5M 2025-02-03 $44.91
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cordatus Wealth Management 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 Cordatus Wealth Management LLC reported owning BAC?

Cordatus Wealth Management LLC reported BAC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BAC position in Cordatus Wealth Management LLC's portfolio?

The largest reported portfolio weight for BAC was 1.07% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when Cordatus Wealth Management LLC reported 84,248 shares, equal to 1.07% of portfolio, with an estimated market value of $4.6M.

What does the chart on this BAC ownership page compare?

The chart compares Cordatus Wealth Management 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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