SEC 13F Intelligence

American Trust Investment Advisors, LLC / BAC

American Trust Investment Advisors, LLC’s Bank America Corp Position

Does American Trust Investment Advisors, LLC own Bank America Corp (BAC)? Not currently — the last reported position was 147.9K shares worth $4M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2019
Shares
147.9K
% of Portfolio
+3.33%
Quarters Held
3
position exited

Position History BAC

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2019147.9K$4M+3.33%
Q1 2019150.5K$4M+3.20%
Q4 2018153.1K$4M+3.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of BAC.