PRING TURNER CAPITAL GROUP INC BAC — BANK OF AMERICA CORP

Ownership history in PRING TURNER CAPITAL GROUP INC  ·  26 quarters on record

AI Ownership Summary

PRING TURNER CAPITAL GROUP INC reported BANK OF AMERICA CORP (BAC) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.53% in 2024 Q4. The latest visible filing shows BAC at 3.01% 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 PRING TURNER CAPITAL GROUP INC'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
2025 Q4

BAC was reported at 3.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.53% in 2024 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 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.

BAC stock page PRING TURNER CAPITAL GROUP INC fund profile PRING TURNER CAPITAL GROUP INC full holdings
How PRING TURNER CAPITAL GROUP INC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 88,275 -668 -0.8% 3.01% $4.9M 2026-02-14 (Est.) $52.25
2025 Q3 REDUCED 5.0% +7.9% ❌ 88,943 -4,723 -5.0% 2.80% $4.6M 2025-11-07 $52.63
2025 Q2 REDUCED 40.5% +11.4% ❌ 93,666 -63,651 -40.5% 2.86% $4.4M 2025-08-12 $46.73
2025 Q1 ADDED — — — 157,317 +3,276 +2.1% 4.07% $6.6M 2025-05-13 $43.31
2024 Q4 REDUCED — — — 154,041 -2,733 -1.7% 4.53% $6.8M 2025-02-04 $45.40
2024 Q3 REDUCED — — — 156,774 -1,851 -1.2% 3.93% $6.2M 2024-11-13 $44.33
2024 Q2 REDUCED — — — 158,625 -1,481 -0.9% 4.40% $6.3M 2024-08-13 $36.93
2024 Q1 ADDED — — — 160,106 +3,714 +2.4% 4.43% $6.1M 2024-05-13 $36.47
2023 Q4 REDUCED — — — 156,392 -3,201 -2.0% 4.03% $5.3M 2024-02-13 $31.04
17 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% General Pension Society PZU Joint Stock Co 7.26% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Morangie Management LLC 4.87% TRED AVON FAMILY WEALTH, LLC 4.64% Xcel Wealth Management, LLC 3Y 4.11% Capricorn Fund Managers Ltd 3Y 4.08% McGinn Penninger Investment Management, Inc. 3Y 3.96% Matthew Goff Investment Advisor, LLC 3Y 7Y 3.82% Viewpoint Capital Management LLC 3Y 3.67%

FAQ About PRING TURNER CAPITAL GROUP INC and BAC

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

How long has PRING TURNER CAPITAL GROUP INC reported owning BAC?

PRING TURNER CAPITAL GROUP INC reported BAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAC position in PRING TURNER CAPITAL GROUP INC's portfolio?

The largest reported portfolio weight for BAC was 4.53% in 2024 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when PRING TURNER CAPITAL GROUP INC reported 88,275 shares, equal to 3.01% of portfolio, with an estimated market value of $4.9M.

What does the chart on this BAC ownership page compare?

The chart compares PRING TURNER CAPITAL GROUP INC'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 PRING TURNER CAPITAL GROUP INC time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, PRING TURNER CAPITAL GROUP INC correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on BAC relative to SPY over the holding period was -3.6%.

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