BAC β€” BANKAMERICA CORP. COM

Ownership history in VANGUARD GROUP INC  Β·  104 quarters on record

This page tracks every 13F SEC filing in which VANGUARD GROUP INC reported a position in BANKAMERICA CORP. COM (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.22% (2010 Q1)
πŸ“Š Avg. % of fund
0.68%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
104

Position Intelligence

VANGUARD GROUP INC Γ— BAC AI Analytics

πŸ“ˆ VANGUARD GROUP INC outperformed the S&P 500 by +3.1% annually on this BAC position. Timing score: 53% (54/102 decisions correct). Average cost basis: $17.79. Maximum drawdown during holding period: –88.0%.

πŸ“ˆ Position Alpha vs SPY
+3.1%
annualised excess return

βœ… Outperformed SPY on this position by 3.1% ann.
103 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
54 of 102 add/trim decisions correct

πŸ’° Entry Quality
$17.79
+207.4% vs current ($54.69)

Best entry: $4.32 (2011 Q4)  Β·  Worst: $54.69 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–88.0%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
72%
buy-side decisions

74 adds Β· 29 trims. Bought during 26 of 38 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.52% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 651,076,825 +23,351,183 +3.7% 0.52% $35.81B $54.69
2025 Q3 REDUCED 627,725,642 -11,422,851 -1.8% 0.48% $32.38B $51.03
2025 Q2 REDUCED 639,148,493 -2,042,635 -0.3% 0.49% $30.24B $46.55
2025 Q1 REDUCED 641,191,128 -16,643,736 -2.5% 0.48% $26.76B $40.81
2024 Q4 REDUCED 657,834,864 -2,180,659 -0.3% 0.50% $28.91B $42.71
2024 Q3 ADDED 660,015,523 +18,382,863 +2.9% 0.47% $26.19B $38.35
2024 Q2 REDUCED 641,632,660 -2,827,674 -0.4% 0.49% $25.52B $38.19
2024 Q1 ADDED 644,460,334 +36,162,623 +5.9% 0.48% $24.44B $36.19
2023 Q4 REDUCED 608,297,711 -487,410 -0.1% 0.45% $20.48B $31.91
2023 Q3 REDUCED 608,785,121 -725,361 -0.1% 0.41% $16.67B $25.74
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