First Sentier Investors (UK) IM Ltd BAC — BANKAMERICA COM STK

Ownership history in First Sentier Investors (UK) IM Ltd  ·  24 quarters on record

AI Ownership Summary

First Sentier Investors (UK) IM Ltd reported BANKAMERICA COM STK (BAC) in 24 quarterly 13F filings .

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 Sentier Investors (UK) IM Ltd's position in BANKAMERICA COM STK, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
24 quarters

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 Sentier Investors (UK) IM Ltd fund profile First Sentier Investors (UK) IM Ltd full holdings
How First Sentier Investors (UK) IM Ltd 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAC

As of 2026 Q2 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 44.4% SALZHAUER MICHAEL 3Y 7Y 29.14% Spectrum Financial Alliance Ltd LLC 3Y 7Y 10.91% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Morangie Management LLC 5.1% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 5.02% Matthew Goff Investment Advisor, LLC 3Y 7Y 4.44% HOERTKORN RICHARD CHARLES 3Y 7Y 4.27% Z3 Capital Partners, LLC 4.25% McGinn Penninger Investment Management, Inc. 3Y 4.23%

FAQ About First Sentier Investors (UK) IM Ltd 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 Sentier Investors (UK) IM Ltd reported owning BAC?

First Sentier Investors (UK) IM Ltd reported BAC across 0 quarterly 13F filings.

What was the largest reported BAC position in First Sentier Investors (UK) IM Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BAC in First Sentier Investors (UK) IM Ltd.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2010 Q3, when First Sentier Investors (UK) IM Ltd reported 2,725,672 shares, equal to 1.27% of portfolio, with an estimated market value of $35.7M.

What does the chart on this BAC ownership page compare?

The chart compares First Sentier Investors (UK) IM Ltd'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 Sentier Investors (UK) IM Ltd time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, First Sentier Investors (UK) IM Ltd correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on BAC relative to SPY over the holding period was -22.3%.

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