First Dallas Securities Inc. BAC — BANK OF AMERICA COM COM

Ownership history in First Dallas Securities Inc.  ·  67 quarters on record

AI Ownership Summary

First Dallas Securities Inc. reported BANK OF AMERICA COM COM (BAC) in 67 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2023 Q4. The latest visible filing shows BAC at 0.62% 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 First Dallas Securities Inc.'s position in BANK OF AMERICA COM COM, 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
2026 Q1

BAC was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BAC stock page First Dallas Securities Inc. fund profile First Dallas Securities Inc. full holdings
How First Dallas Securities Inc. held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,283 -1,787 -5.0% 0.62% $1.7M 2026-04-27 $52.63
2025 Q4 REDUCED — — — 36,070 -204 -0.6% 0.74% $2.0M 2026-02-11 $53.55
2025 Q3 REDUCED 11.4% +7.9% ❌ 36,274 -4,688 -11.4% 0.70% $1.9M 2025-11-05 $51.89
2025 Q2 REDUCED 16.5% +11.4% ❌ 40,962 -8,122 -16.5% 0.77% $1.9M 2025-08-07 $44.19
2025 Q1 REDUCED — — — 49,084 -610 -1.2% 0.86% $2.0M 2025-05-16 $43.71
2024 Q4 REDUCED — — — 49,694 -385 -0.8% 0.89% $2.2M 2025-01-24 $45.21
2024 Q3 REDUCED 7.6% +11.3% ❌ 50,079 -4,098 -7.6% 0.83% $2.0M 2024-11-18 $45.15
2024 Q2 REDUCED — — — 54,177 -2,679 -4.7% 0.95% $2.2M 2024-08-02 $36.09
2024 Q1 REDUCED 7.9% +6.2% ❌ 56,856 -4,870 -7.9% 0.99% $2.2M 2024-04-16 $33.10
2023 Q4 REDUCED 15.2% +12.2% ❌ 61,726 -11,089 -15.2% 1.07% $2.1M 2024-02-13 $31.04
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAC

As of 2026 Q1 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 40.51% SALZHAUER MICHAEL 3Y 7Y 26.8% Spectrum Financial Alliance Ltd LLC 3Y 7Y 11.31% BERKSHIRE HATHAWAY INC 3Y 7Y 9.52% MFF Capital Investments Ltd 9.12% General Pension Society PZU Joint Stock Co 7.26% GoodHaven Capital Management, LLC 3Y 7Y 7.19% Regal Partners Ltd 3Y 7Y 6.97% Caldwell Investment Management Ltd. 3Y 6.49% Teza Capital Management LLC 3Y 7Y 6.2%

FAQ About First Dallas Securities Inc. and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Dallas Securities Inc. reported owning BAC?

First Dallas Securities Inc. reported BAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in First Dallas Securities Inc.'s portfolio?

The largest reported portfolio weight for BAC was 1.07% in 2023 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when First Dallas Securities Inc. reported 34,283 shares, equal to 0.62% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BAC ownership page compare?

The chart compares First Dallas Securities Inc.'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.

How well did First Dallas Securities Inc. time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, First Dallas Securities Inc. correctly timed 30 out of 66 reported position changes (45%). The annualised alpha on BAC relative to SPY over the holding period was -8.1%.

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