BAC Bank of America Corp COM

Ownership history in Linscomb Wealth, Inc.  ·  85 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Bank of America Corp COM (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
0.74% (2021 Q3)
Avg. % of fund
0.24%
First filed
2004 Q4
Last filed
2025 Q4
Quarters held
85
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 309,109 -1,042 -0.3% 0.71% $17.0M $54.69
2025 Q3 ADDED 310,151 +415 +0.1% 0.69% $16.0M $51.03
2025 Q2 ADDED 309,736 +5,012 +1.6% 0.67% $14.7M $46.55
2025 Q1 ADDED 304,724 +2,530 +0.8% 0.63% $12.7M $40.81
81 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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