BAC — Bank of America Corp. COM

Ownership history in GRIFFIN ASSET MANAGEMENT, INC.  ·  72 quarters on record

AI Ownership Summary

GRIFFIN ASSET MANAGEMENT, INC. reported Bank of America Corp. COM (BAC) in 72 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2025 Q4. The latest visible filing shows BAC at 2.05% 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 GRIFFIN ASSET MANAGEMENT, INC.'s position in Bank of America Corp. 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
2025 Q4

BAC was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2025 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 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.

BAC stock page GRIFFIN ASSET MANAGEMENT, INC. fund profile GRIFFIN ASSET MANAGEMENT, INC. full holdings
How GRIFFIN ASSET MANAGEMENT, 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 344,526 +3,680 +1.1% 2.05% $18.9M 2026-02-14 (Est.) $52.25
2025 Q3 ADDED 340,846 +1,542 +0.5% 1.98% $17.6M 2025-10-16 $49.90
2025 Q2 ADDED 339,304 +910 +0.3% 1.90% $16.1M 2025-07-25 $47.66
2025 Q1 REDUCED 338,394 -4,803 -1.4% 1.73% $14.1M 2025-04-16 $36.51
2024 Q4 ADDED 343,197 +17,579 +5.4% 1.77% $15.1M 2025-01-22 $44.50
2024 Q3 REDUCED 325,618 -3,630 -1.1% 1.45% $12.9M 2024-10-15 $40.73
2024 Q2 ADDED 329,248 +4,294 +1.3% 1.52% $13.1M 2024-07-23 $40.72
2024 Q1 ADDED 324,954 +1,080 +0.3% 1.47% $12.3M 2024-04-17 $33.62
2023 Q4 ADDED 323,874 +11,888 +3.8% 1.38% $10.9M 2024-01-19 $30.54
63 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% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Morangie Management LLC 4.87% Xcel Wealth Management, LLC 3Y 4.11% Matthew Goff Investment Advisor, LLC 3Y 7Y 3.82% Viewpoint Capital Management LLC 3Y 3.67% GLP Holdings LLLP 3.18% Community Bank of Raymore 3Y 7Y 3.08% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2.92% Baugh & Associates, LLC 3Y 7Y 2.82%

FAQ About GRIFFIN ASSET MANAGEMENT, 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 GRIFFIN ASSET MANAGEMENT, INC. reported owning BAC?

GRIFFIN ASSET MANAGEMENT, INC. reported BAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAC position in GRIFFIN ASSET MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BAC was 2.05% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when GRIFFIN ASSET MANAGEMENT, INC. reported 344,526 shares, equal to 2.05% of portfolio, with an estimated market value of $18.9M.

What does the chart on this BAC ownership page compare?

The chart compares GRIFFIN ASSET MANAGEMENT, 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.

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