SAXON WOODS ADVISORS LLC BAC BANK OF AMER CORP COM

Ownership history in SAXON WOODS ADVISORS LLC  ·  3 quarters on record

AI Ownership Summary

SAXON WOODS ADVISORS LLC reported BANK OF AMER CORP COM (BAC) in 3 quarterly 13F filings .

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 SAXON WOODS ADVISORS LLC's position in BANK OF AMER CORP COM, 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

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
3 quarters

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.

How SAXON WOODS ADVISORS LLC 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 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SAXON WOODS ADVISORS LLC and BAC

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

How long has SAXON WOODS ADVISORS LLC reported owning BAC?

SAXON WOODS ADVISORS LLC reported BAC across 0 quarterly 13F filings.

What was the largest reported BAC position in SAXON WOODS ADVISORS LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BAC in SAXON WOODS ADVISORS LLC.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2003 Q2, when SAXON WOODS ADVISORS LLC reported 50,189 shares, equal to 1.23% of portfolio, with an estimated market value of $4.2M.

What does the chart on this BAC ownership page compare?

The chart compares SAXON WOODS ADVISORS LLC'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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