BAC BK OF AMERICA CORP

Ownership history in LGT Group Foundation  ·  16 quarters on record

This page tracks every 13F SEC filing in which LGT Group Foundation reported a position in BK OF AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.88% (2024 Q4)
Avg. % of fund
1.15%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,749,788 +139,244 +8.6% 1.05% $96.7M $54.69
2025 Q3 REDUCED 1,610,544 -13,920 -0.9% 0.94% $81.6M $51.03
2025 Q2 REDUCED 1,624,464 -467,541 -22.3% 0.96% $76.9M $46.55
2025 Q1 REDUCED 2,092,005 -676,895 -24.4% 1.20% $87.3M $40.81
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAC price (monthly, adj. close)
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