BAC β€” BANK AMERICA CORP

Ownership history in CV Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

CV Advisors LLC reported BANK AMERICA CORP (BAC) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.57% in 2025 Q1. The latest visible filing shows BAC at 1.48% 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.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CV Advisors LLC's position in BANK 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 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 CV Advisors LLC held BAC β€” position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 105,163 +215 +0.2% 1.48% $5.8M 2026-02-14 (Est.) $52.25
2025 Q3 UNCHANGED 104,948 β€” 0% 1.50% $5.4M 2025-10-21 $50.97
2025 Q2 REDUCED 104,948 -2,673 -2.5% 1.53% $5.0M 2025-07-25 $47.66
2025 Q1 INITIATED 107,621 β€” β€” 1.57% $4.5M 2025-04-22 $37.48

FAQ About CV Advisors 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 CV Advisors LLC reported owning BAC?

CV Advisors LLC reported BAC across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BAC position in CV Advisors LLC's portfolio?

The largest reported portfolio weight for BAC was 1.57% in 2025 Q1.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when CV Advisors LLC reported 105,163 shares, equal to 1.48% of portfolio, with an estimated market value of $5.8M.

What does the chart on this BAC ownership page compare?

The chart compares CV Advisors 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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