SALZHAUER MICHAEL BAC — BANK OF AMERICA CORPORATION

Ownership history in SALZHAUER MICHAEL  ·  98 quarters on record

AI Ownership Summary

SALZHAUER MICHAEL reported BANK OF AMERICA CORPORATION (BAC) in 98 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 34.66% in 2024 Q4. The latest visible filing shows BAC at 26.80% 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 SALZHAUER MICHAEL's position in BANK OF AMERICA CORPORATION, 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 26.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
34.66% 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 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 SALZHAUER MICHAEL fund profile SALZHAUER MICHAEL full holdings
How SALZHAUER MICHAEL 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 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,110,909 +699,590 +49.6% 26.80% $56.9M 2026-05-05 $53.12
2025 Q4 ADDED — — — 1,411,319 +1,361,319 +2722.6% 31.78% $77.6M 2026-02-02 $53.73
2025 Q4 REDUCED 87.1% -10.9% ✅ 50,000 -337,500 -87.1% 0.02% $48K 2026-02-02 $53.73
2025 Q4 REDUCED 69.1% -10.9% ✅ 387,500 -866,765 -69.1% 2.41% $5.9M 2026-02-02 $53.73
2025 Q3 ADDED — — — 1,254,265 +854,265 +213.6% 31.05% $64.7M 2025-10-20 $51.48
2025 Q3 REDUCED 48.5% +7.9% ❌ 400,000 -377,065 -48.5% 2.39% $5.0M 2025-10-20 $51.48
2025 Q2 ADDED — — — 777,065 +77,065 +11.0% 21.51% $36.8M 2025-08-14 $46.94
2025 Q2 REDUCED 63.9% +11.4% ❌ 700,000 -1,240,003 -63.9% 2.60% $4.4M 2025-08-14 $46.94
2025 Q1 REDUCED 8.9% +14.1% ❌ 1,940,003 -189,576 -8.9% 23.17% $37.9M 2025-04-23 $37.90
2024 Q4 ADDED — — — 2,129,579 +1,078,476 +102.6% 34.66% $67.7M 2025-01-29 $45.43
2024 Q3 ADDED — — — 1,051,103 +728,103 +225.4% 25.54% $41.7M 2024-11-07 $43.27
2024 Q3 REDUCED 47.3% +11.3% ❌ 323,000 -290,198 -47.3% 0.53% $862K 2024-11-07 $43.27
2024 Q2 ADDED — — — 613,198 +562,798 +1116.7% 18.96% $24.4M 2024-08-09 $36.76
2024 Q2 REDUCED 91.8% +0.4% ❌ 50,400 -565,948 -91.8% 0.21% $273K 2024-08-09 $36.76
2024 Q1 ADDED — — — 616,348 +437,048 +243.8% 17.85% $23.4M 2024-04-26 $36.11
2024 Q1 REDUCED 52.1% +6.2% ❌ 179,300 -195,314 -52.1% 1.30% $1.7M 2024-04-26 $36.11
2023 Q4 REDUCED 6.3% +12.2% ❌ 374,614 -25,386 -6.3% 10.72% $12.6M 2024-02-14 $31.40
2023 Q4 REDUCED 24.4% +12.2% ❌ 400,000 -129,300 -24.4% 0.05% $64K 2024-02-14 $31.40
2023 Q4 ADDED — — — 529,300 +73,289 +16.1% 2.19% $2.6M 2024-02-14 $31.40
79 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% Spectrum Financial Alliance Ltd LLC 3Y 7Y 11.31% MFF Capital Investments Ltd 9.12% General Pension Society PZU Joint Stock Co 7.26% Henson-Edgewater Management, LLC 5.84% Bretton Capital Management, LLC 5.62% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Morangie Management LLC 4.87% TRED AVON FAMILY WEALTH, LLC 4.64% HOERTKORN RICHARD CHARLES 3Y 7Y 4.53%

FAQ About SALZHAUER MICHAEL and BAC

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

How long has SALZHAUER MICHAEL reported owning BAC?

SALZHAUER MICHAEL reported BAC across 19 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in SALZHAUER MICHAEL's portfolio?

The largest reported portfolio weight for BAC was 34.66% in 2024 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when SALZHAUER MICHAEL reported 2,110,909 shares, equal to 26.80% of portfolio, with an estimated market value of $56.9M.

What does the chart on this BAC ownership page compare?

The chart compares SALZHAUER MICHAEL'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 SALZHAUER MICHAEL time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, SALZHAUER MICHAEL correctly timed 66 out of 97 reported position changes (68%). The annualised alpha on BAC relative to SPY over the holding period was -1.6%.

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