BAC — BANK OF AMERICA CORP COM

Ownership history in TAURUS ASSET MANAGEMENT, LLC  ·  52 quarters on record

AI Ownership Summary

TAURUS ASSET MANAGEMENT, LLC reported BANK OF AMERICA CORP COM (BAC) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q1. Peak portfolio weight reached 2.72% in 2024 Q1. The latest visible filing shows BAC at 2.19% 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 TAURUS ASSET MANAGEMENT, LLC's position in BANK OF AMERICA 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
2025 Q1

BAC was reported at 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.72% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 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 TAURUS ASSET MANAGEMENT, LLC fund profile TAURUS ASSET MANAGEMENT, LLC full holdings
How TAURUS ASSET MANAGEMENT, LLC held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 516,934 -2,400 -0.5% 2.19% $21.6M 2025-05-15 (Est.) $43.40
2024 Q4 REDUCED 519,334 -3,525 -0.7% 2.22% $22.8M 2025-02-13 $45.03
2024 Q3 REDUCED 522,859 -25,000 -4.6% 2.02% $20.7M 2024-11-07 $43.27
2024 Q2 REDUCED 547,859 -161,408 -22.8% 2.21% $21.8M 2024-08-08 $36.69
2024 Q1 REDUCED 709,267 -24,475 -3.3% 2.72% $26.9M 2024-05-08 $35.99
2023 Q4 REDUCED 733,742 -2,350 -0.3% 2.67% $24.7M 2024-02-12 $31.86
2023 Q3 REDUCED 736,092 -1,025 -0.1% 2.44% $20.2M 2023-11-09 $25.89
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAC

As of 2025 Q4 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 39.76% SALZHAUER MICHAEL 3Y 7Y 31.78% Himalaya Capital Management LLC 3Y 7Y 16.08% Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.34% Exane Asset Management 3Y 7Y 11.28% PB INVESTMENT PARTNERS, L.P. 3Y 11.26% BERKSHIRE HATHAWAY INC 3Y 7Y 10.38% MFF Capital Investments Ltd 9.49% SAMLYN CAPITAL, LLC 3Y 7Y 8.26% MISHPACHA HOLDINGS CORP 7.67%

FAQ About TAURUS ASSET MANAGEMENT, 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 TAURUS ASSET MANAGEMENT, LLC reported owning BAC?

TAURUS ASSET MANAGEMENT, LLC reported BAC across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q1.

What was the largest reported BAC position in TAURUS ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BAC was 2.72% in 2024 Q1.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q1, when TAURUS ASSET MANAGEMENT, LLC reported 516,934 shares, equal to 2.19% of portfolio, with an estimated market value of $21.6M.

What does the chart on this BAC ownership page compare?

The chart compares TAURUS ASSET MANAGEMENT, 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.

← Back to TAURUS ASSET MANAGEMENT, LLC Holdings