BAC BK OF AMERICA CORP

Ownership history in David J Yvars Group  ·  21 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group reported a position in BK OF AMERICA 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
4.56% (2022 Q2)
Avg. % of fund
2.81%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 83,811 -1,170 -1.4% 2.45% $4.6M $54.69
2025 Q3 UNCHANGED 84,981 0% 2.35% $4.4M $51.03
2025 Q2 UNCHANGED 84,981 0% 2.36% $4.0M $46.55
2025 Q1 UNCHANGED 84,981 0% 2.79% $3.5M $40.81
2024 Q4 ADDED 84,981 +161 +0.2% 2.28% $3.7M $42.71
2024 Q3 REDUCED 84,820 -17,319 -17.0% 2.08% $3.4M $38.35
2024 Q2 ADDED 102,139 +129 +0.1% 2.54% $4.1M $38.19
2024 Q1 REDUCED 102,010 -3,355 -3.2% 2.61% $3.9M $36.19
2023 Q4 REDUCED 105,365 -501 -0.5% 2.85% $3.5M $31.91
2023 Q3 ADDED 105,866 +123 +0.1% 2.42% $2.9M $25.74
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% of Fund (quarterly)    BAC price (monthly, adj. close)
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