BAC BANK OF AMERICA CORP

Ownership history in DAVIS-REA LTD.  ·  44 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in BANK 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
5.68% (2024 Q1)
Avg. % of fund
3.07%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 271,116 +4,486 +1.7% 3.73% $14.9M $54.69
2025 Q3 ADDED 266,630 +264,388 +11792.5% 3.34% $13.8M $51.03
2025 Q2 REDUCED 2,242 -261,837 -99.2% 0.01% $31K $46.55
2025 Q2 REDUCED 264,079 -40 -0.0% 3.10% $12.5M $46.55
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% of Fund (quarterly)    BAC price (monthly, adj. close)
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