SEC 13F Intelligence

Whalerock Point Partners, LLC / BAC

Whalerock Point Partners, LLC’s Bank America Corp Position

Does Whalerock Point Partners, LLC own Bank America Corp (BAC)? Yes142.0K shares worth $7M (+1.34% of its 13F portfolio) as of Q1 2026, down from 146.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
142.0K
% of Portfolio
+1.34%
Quarters Held
29
currently held

Position History BAC

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $5.9BQ4 ’20: $7MQ1 ’21: $9.9BQ1 ’21Q2 ’21: $10.2BQ3 ’21: $10MQ4 ’21: $10.3BQ1 ’22: $9.9BQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026142.0K$7M+1.34%
Q4 2025146.2K$8M+1.47%
Q3 2025156.1K$8M+1.59%
Q2 2025160.0K$7M+1.61%
Q1 2025161.2K$7M+1.62%
Q4 2024169.9K$7M+1.71%
Q3 2024181.8K$7M+1.77%
Q2 2024183.2K$7M+1.97%
Q1 2024186.3K$7M+1.98%
Q4 2023195.0K$7M+2.09%
Q3 2023215.4K$6M+2.13%
Q2 2023221.7K$7M+2.31%
Q1 2023220.9K$7M+2.55%
Q4 2022222.6K$8M+3.13%
Q3 2022217.5K$7M+3.07%
Q2 2022230.1K$8M+3.58%
Q1 2022224.6K$9.9B+3.50%
Q4 2021221.5K$10.3B+3.54%
Q3 2021224.9K$10M+4.03%
Q2 2021221.2K$10.2B+3.91%
Q1 2021220.3K$9.9B+4.36%
Q4 2020192.9K$7M+3.38%
Q3 20205.9K$5.9B+3.26%
Q2 2020195.4K$6M+3.38%
Q1 2020184.8K$5M+3.57%
Q4 2019175.9K$7M+3.74%
Q3 2019178.1K$6M+3.39%
Q2 2019176.0K$6M+3.48%
Q1 2019174.9K$6M+3.88%

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