BAC BK OF AMERICA CORP

Ownership history in Viewpoint Capital Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Viewpoint Capital Management LLC reported a position in BK OF AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.34% (2021 Q4)
Avg. % of fund
4.13%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 165,284 -580 -0.3% 3.94% $9.1M $54.69
2025 Q3 ADDED 165,864 +1,000 +0.6% 3.77% $8.6M $51.03
2025 Q2 REDUCED 164,864 -500 -0.3% 3.83% $7.8M $46.55
2025 Q1 ADDED 165,364 +445 +0.3% 3.71% $6.9M $40.81
2024 Q4 ADDED 164,919 +3,840 +2.4% 3.81% $7.2M $42.71
2024 Q3 ADDED 161,079 +1,980 +1.2% 3.55% $6.3M $38.35
2024 Q2 REDUCED 159,099 -10 -0.0% 3.87% $6.3M $38.19
2024 Q1 REDUCED 159,109 -1,350 -0.8% 3.84% $6.0M $36.19
2023 Q4 REDUCED 160,459 -314 -0.2% 3.78% $5.4M $31.91
2023 Q3 ADDED 160,773 +1,700 +1.1% 3.52% $4.4M $25.74
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAC price (monthly, adj. close)
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