BAC β€” BANK AMERICA CORP

Ownership history in Griffith & Werner, Inc.  Β·  4 quarters on record

AI Ownership Summary

Griffith & Werner, Inc. reported BANK AMERICA CORP (BAC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.28% in 2025 Q4. The latest visible filing shows BAC at 3.28% 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.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Griffith & Werner, Inc.'s position in BANK AMERICA CORP, 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 3.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% 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
2024 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.

How Griffith & Werner, Inc. held BAC β€” position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 117,037 +923 +0.8% 3.28% $6.4M 2026-02-14 (Est.) $52.25
2025 Q3 ADDED 116,114 +1,558 +1.4% 3.21% $6.2M 2025-11-12 $53.53
2025 Q1 ADDED 114,556 +13,497 +13.4% 2.97% $4.8M 2025-04-14 $35.86
2024 Q4 INITIATED 101,059 β€” β€” 2.93% $4.4M 2025-02-20 $44.03

FAQ About Griffith & Werner, 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 Griffith & Werner, Inc. reported owning BAC?

Griffith & Werner, Inc. reported BAC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BAC position in Griffith & Werner, Inc.'s portfolio?

The largest reported portfolio weight for BAC was 3.28% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when Griffith & Werner, Inc. reported 117,037 shares, equal to 3.28% of portfolio, with an estimated market value of $6.4M.

What does the chart on this BAC ownership page compare?

The chart compares Griffith & Werner, 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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