WRIGHT INVESTORS SERVICE INC BAC — BANK OF AMERICA CORP COM

Ownership history in WRIGHT INVESTORS SERVICE INC  ·  108 quarters on record

AI Ownership Summary

WRIGHT INVESTORS SERVICE INC reported BANK OF AMERICA CORP COM (BAC) in 108 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.56% in 2025 Q4. The latest visible filing shows BAC at 1.42% 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 WRIGHT INVESTORS SERVICE INC'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
2026 Q1

BAC was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 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 WRIGHT INVESTORS SERVICE INC fund profile WRIGHT INVESTORS SERVICE INC full holdings
How WRIGHT INVESTORS SERVICE INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 92,688 -2,075 -2.2% 1.42% $4.5M 2026-04-29 $52.61
2025 Q4 ADDED — — — 94,763 +376 +0.4% 1.56% $5.2M 2026-01-26 $51.46
2025 Q3 REDUCED — — — 94,387 -2,543 -2.6% 1.41% $4.9M 2025-10-28 $52.03
2025 Q2 ADDED — — — 96,930 +167 +0.2% 1.38% $4.6M 2025-07-11 $45.73
2025 Q1 ADDED — — — 96,763 +10,346 +12.0% 1.33% $4.0M 2025-04-09 $36.14
2024 Q4 ADDED — — — 86,417 +564 +0.7% 1.23% $3.8M 2025-01-13 $43.57
2024 Q3 REDUCED — — — 85,853 -239 -0.3% 0.89% $3.4M 2024-10-04 $38.57
2024 Q2 ADDED — — — 86,092 +1,127 +1.3% 0.90% $3.4M 2024-07-26 $39.81
2024 Q1 REDUCED — — — 84,965 -621 -0.7% 0.82% $3.2M 2024-05-02 $35.02
2023 Q4 REDUCED — — — 85,586 -3,172 -3.6% 0.81% $2.9M 2024-01-31 $32.07
98 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% SALZHAUER MICHAEL 3Y 7Y 26.8% Spectrum Financial Alliance Ltd LLC 3Y 7Y 11.31% BERKSHIRE HATHAWAY INC 3Y 7Y 9.52% MFF Capital Investments Ltd 9.12% General Pension Society PZU Joint Stock Co 7.26% GoodHaven Capital Management, LLC 3Y 7Y 7.19% Regal Partners Ltd 3Y 7Y 6.97% Caldwell Investment Management Ltd. 3Y 6.49% Teza Capital Management LLC 3Y 7Y 6.2%

FAQ About WRIGHT INVESTORS SERVICE INC and BAC

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

How long has WRIGHT INVESTORS SERVICE INC reported owning BAC?

WRIGHT INVESTORS SERVICE INC reported BAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in WRIGHT INVESTORS SERVICE INC's portfolio?

The largest reported portfolio weight for BAC was 1.56% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when WRIGHT INVESTORS SERVICE INC reported 92,688 shares, equal to 1.42% of portfolio, with an estimated market value of $4.5M.

What does the chart on this BAC ownership page compare?

The chart compares WRIGHT INVESTORS SERVICE INC'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 WRIGHT INVESTORS SERVICE INC time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, WRIGHT INVESTORS SERVICE INC correctly timed 53 out of 103 reported position changes (51%). The annualised alpha on BAC relative to SPY over the holding period was -3.4%.

← Back to WRIGHT INVESTORS SERVICE INC Holdings