ZACKS INVESTMENT MANAGEMENT BAC — BANKAMERICA C. Stock

Ownership history in ZACKS INVESTMENT MANAGEMENT  ·  89 quarters on record

AI Ownership Summary

ZACKS INVESTMENT MANAGEMENT reported BANKAMERICA C. Stock (BAC) in 89 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows BAC at 0.98% 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 ZACKS INVESTMENT MANAGEMENT's position in BANKAMERICA C. Stock, 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 Q4

BAC was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% 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 2025 Q4

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 ZACKS INVESTMENT MANAGEMENT fund profile ZACKS INVESTMENT MANAGEMENT full holdings
How ZACKS INVESTMENT MANAGEMENT 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 2,256,930 +15,061 +0.7% 0.98% $124.1M 2026-02-14 (Est.) $52.25
2025 Q3 ADDED — — — 2,241,869 +2,468 +0.1% 0.92% $115.7M 2025-11-14 $52.04
2025 Q2 ADDED — — — 2,239,401 +16,250 +0.7% 0.91% $106.0M 2025-08-12 $46.73
2025 Q1 ADDED — — — 2,223,151 +36,571 +1.7% 0.87% $92.8M 2025-05-14 $43.76
2024 Q4 REDUCED — — — 2,186,580 -64,741 -2.9% 0.89% $96.1M 2025-02-13 $45.03
2024 Q3 ADDED — — — 2,251,321 +147,310 +7.0% 0.77% $89.3M 2024-11-14 $44.36
2024 Q1 ADDED — — — 2,104,011 +121,640 +6.1% 0.85% $79.8M 2024-05-15 $37.14
2023 Q4 REDUCED 5.0% +12.2% ❌ 1,982,371 -104,489 -5.0% 0.82% $66.7M 2024-02-14 $31.40
81 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% UDINE WEALTH MANAGEMENT, INC. 3Y 5.44% Morangie Management LLC 4.87% TRED AVON FAMILY WEALTH, LLC 4.64% Xcel Wealth Management, LLC 3Y 4.11% Capricorn Fund Managers Ltd 3Y 4.08% Matthew Goff Investment Advisor, LLC 3Y 7Y 3.82% Viewpoint Capital Management LLC 3Y 3.67% GLP Holdings LLLP 3.18% Community Bank of Raymore 3Y 7Y 3.08%

FAQ About ZACKS INVESTMENT MANAGEMENT and BAC

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

How long has ZACKS INVESTMENT MANAGEMENT reported owning BAC?

ZACKS INVESTMENT MANAGEMENT reported BAC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAC position in ZACKS INVESTMENT MANAGEMENT's portfolio?

The largest reported portfolio weight for BAC was 0.98% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when ZACKS INVESTMENT MANAGEMENT reported 2,256,930 shares, equal to 0.98% of portfolio, with an estimated market value of $124.1M.

What does the chart on this BAC ownership page compare?

The chart compares ZACKS INVESTMENT MANAGEMENT'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 ZACKS INVESTMENT MANAGEMENT time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, ZACKS INVESTMENT MANAGEMENT correctly timed 47 out of 88 reported position changes (53%). The annualised alpha on BAC relative to SPY over the holding period was +1.8%.

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