Ownership history in Griffith & Werner, Inc. Β· 4 quarters on record
This page tracks every 13F SEC filing in which Griffith & Werner, Inc. reported a position in BANK AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Griffith & Werner, Inc. outperformed the S&P 500 by +12.8% annually on this BAC position. Timing score: 67% (2/3 decisions correct). Average cost basis: $42.70. Maximum drawdown during holding period: β4.4%.
π₯ Exceptional β beat the S&P 500 by 12.8% per year on this position.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $40.81 (2025 Q1) Β· Worst: $54.69 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Griffith & Werner, Inc. has been actively increasing its BAC allocation β a bullish signal from insiders.
Currently 3.28% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size