BAC BANK AMER CORP

Ownership history in KG&L Capital Management,LLC  ·  31 quarters on record

AI Ownership Summary

KG&L Capital Management,LLC reported BANK AMER CORP (BAC) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.89% in 2023 Q3. The latest visible filing shows BAC at 0.92% 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 KG&L Capital Management,LLC's position in BANK AMER 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 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 KG&L Capital Management,LLC held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 67,332 +2,968 +4.6% 0.92% $3.7M 2026-02-14 (Est.) $52.25
2025 Q3 REDUCED 64,364 -41,525 -39.2% 0.89% $3.3M 2025-10-22 $50.55
2025 Q2 ADDED 105,889 +1,971 +1.9% 1.48% $5.0M 2025-07-17 $46.26
2025 Q1 ADDED 103,918 +10,439 +11.2% 1.41% $4.3M 2025-04-23 $37.90
2024 Q4 REDUCED 93,479 -10,336 -10.0% 1.32% $4.1M 2025-01-24 $45.21
2024 Q3 ADDED 103,815 +9,414 +10.0% 1.33% $4.1M 2024-10-29 $41.10
2024 Q2 REDUCED 94,401 -10,982 -10.4% 1.30% $3.8M 2024-07-23 $40.72
2024 Q1 REDUCED 105,383 -11,721 -10.0% 1.59% $4.0M 2024-04-25 $36.18
2023 Q4 REDUCED 117,104 -26,307 -18.3% 1.65% $3.9M 2024-01-24 $31.26
2023 Q3 ADDED 143,411 +9,714 +7.3% 1.89% $3.9M 2023-10-19 $25.35
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KG&L Capital Management,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 KG&L Capital Management,LLC reported owning BAC?

KG&L Capital Management,LLC reported BAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BAC position in KG&L Capital Management,LLC's portfolio?

The largest reported portfolio weight for BAC was 1.89% in 2023 Q3.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when KG&L Capital Management,LLC reported 67,332 shares, equal to 0.92% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BAC ownership page compare?

The chart compares KG&L Capital Management,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.

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