Kessler Investment Group, LLC BAC BANK OF AMERICA CORPORATION COM

Ownership history in Kessler Investment Group, LLC  ·  49 quarters on record

AI Ownership Summary

Kessler Investment Group, LLC reported BANK OF AMERICA CORPORATION COM (BAC) in 49 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.88% in 2026 Q1. The latest visible filing shows BAC at 0.88% 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 Kessler Investment Group, LLC's position in BANK OF AMERICA CORPORATION 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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.

How Kessler Investment Group, LLC 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 38,154 +6,129 +19.1% 0.88% $1.9M 2026-04-10 $52.54
2025 Q4 REDUCED 32,025 -287 -0.9% 0.74% $1.8M 2026-02-03 $54.14
2025 Q3 ADDED 32,312 +76 +0.2% 0.72% $1.7M 2025-10-09 $49.25
2025 Q2 ADDED 32,236 +2,100 +7.0% 0.63% $1.5M 2025-07-22 $46.99
2025 Q1 REDUCED 6.0% +14.1% 30,136 -1,940 -6.0% 0.61% $1.3M 2025-04-24 $38.71
2024 Q4 REDUCED 32,076 -1,275 -3.8% 0.67% $1.4M 2025-01-30 $45.41
2024 Q3 REDUCED 33,351 -1 -0.0% 0.68% $1.3M 2024-10-21 $40.36
2024 Q2 ADDED 33,352 +32,452 +3605.8% 0.72% $1.3M 2024-07-18 $41.30
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kessler Investment Group, LLC and BAC

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

How long has Kessler Investment Group, LLC reported owning BAC?

Kessler Investment Group, LLC reported BAC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BAC position in Kessler Investment Group, LLC's portfolio?

The largest reported portfolio weight for BAC was 0.88% in 2026 Q1.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when Kessler Investment Group, LLC reported 38,154 shares, equal to 0.88% of portfolio, with an estimated market value of $1.9M.

What does the chart on this BAC ownership page compare?

The chart compares Kessler Investment Group, LLC'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 Kessler Investment Group, LLC time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, Kessler Investment Group, LLC correctly timed 22 out of 45 reported position changes (49%). The annualised alpha on BAC relative to SPY over the holding period was +6.2%.

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