BAC — BANK OF AMERICA CORP

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  47 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported BANK OF AMERICA CORP (BAC) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.94% in 2025 Q4. The latest visible filing shows BAC at 0.86% 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 MassMutual Private Wealth & Trust, FSB's position in BANK OF 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
2026 Q1

BAC was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% 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
2023 Q4 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.

BAC stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 646,928 -17,072 -2.6% 0.86% $31.5M 2026-04-13 $53.35
2025 Q4 REDUCED 664,000 -19,204 -2.8% 0.94% $36.5M 2026-01-07 $55.33
2025 Q3 REDUCED 683,204 -11,060 -1.6% 0.90% $35.2M 2025-10-22 $50.55
2025 Q2 REDUCED 694,264 -9,765 -1.4% 0.88% $32.9M 2025-07-09 $46.08
2025 Q1 ADDED 704,029 +10,205 +1.5% 0.85% $29.4M 2025-04-01 $40.58
2024 Q4 REDUCED 693,824 -9,014 -1.3% 0.86% $30.5M 2025-01-16 $45.33
2024 Q3 REDUCED 702,838 -17,080 -2.4% 0.79% $27.9M 2024-10-02 $37.92
2024 Q2 ADDED 719,918 +10,910 +1.5% 0.87% $28.6M 2024-07-02 $39.30
2024 Q1 ADDED 709,008 +37,345 +5.6% 0.84% $26.9M 2024-04-09 $36.01
2023 Q4 REDUCED 671,663 -47,286 -6.6% 0.76% $22.6M 2024-01-03 $31.78
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAC

As of 2026 Q1 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 40.51% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Matthew Goff Investment Advisor, LLC 3Y 7Y 3.82% Viewpoint Capital Management LLC 3Y 3.67% GLP Holdings LLLP 3.18% Community Bank of Raymore 3Y 7Y 3.08% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2.92% Baugh & Associates, LLC 3Y 7Y 2.82% Stolper Co 3Y 2.68% Hardin Capital Partners, LLC 2.51%

FAQ About MassMutual Private Wealth & Trust, FSB and BAC

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

How long has MassMutual Private Wealth & Trust, FSB reported owning BAC?

MassMutual Private Wealth & Trust, FSB reported BAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for BAC was 0.94% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 646,928 shares, equal to 0.86% of portfolio, with an estimated market value of $31.5M.

What does the chart on this BAC ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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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