SEC 13F Intelligence

Corda Investment Management, LLC. / BAC

Corda Investment Management, LLC.’s Bank America Corp Position

Does Corda Investment Management, LLC. own Bank America Corp (BAC)? Yes — 791.8K shares worth $40M (+2.75% of its 13F portfolio) as of Q1 2026, up from 775.5K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
791.8K
% of Portfolio
+2.75%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $22MQ2 ’19: $21MQ3 ’19: $22MQ4 ’19: $22MQ4 ’19Q1 ’20: $21MQ2 ’20: $22MQ3 ’20: $24MQ4 ’20: $24MQ4 ’20Q1 ’21: $24MQ2 ’21: $25MQ3 ’21: $27MQ4 ’21: $28MQ4 ’21Q1 ’22: $30MQ2 ’22: $31MQ3 ’22: $24MQ4 ’22: $25MQ4 ’22Q1 ’23: $27MQ2 ’23: $27MQ3 ’23: $26MQ4 ’23: $29MQ4 ’23Q1 ’24: $34MQ2 ’24: $33MQ3 ’24: $36MQ4 ’24: $32MQ4 ’24Q1 ’25: $36MQ2 ’25: $35MQ3 ’25: $35MQ4 ’25: $32MQ4 ’25Q1 ’26: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026791.8K$40M+2.75%
Q4 2025775.5K$32M+2.30%
Q3 2025792.8K$35M+2.45%
Q2 2025807.2K$35M+2.57%
Q1 2025804.3K$36M+2.90%
Q4 2024794.4K$32M+2.54%
Q3 2024802.6K$36M+2.81%
Q2 2024807.2K$33M+2.71%
Q1 2024808.8K$34M+2.70%
Q4 2023778.7K$29M+2.46%
Q3 2023796.2K$26M+2.34%
Q2 2023713.7K$27M+2.08%
Q1 2023684.6K$27M+2.13%
Q4 2022626.9K$25M+2.01%
Q3 2022638.6K$24M+2.17%
Q2 2022609.4K$31M+2.62%
Q1 2022585.9K$30M+2.31%
Q4 2021547.3K$28M+2.23%
Q3 2021508.8K$27M+2.39%
Q2 2021438.0K$25M+2.11%
Q1 2021416.3K$24M+2.19%
Q4 2020400.5K$24M+2.37%
Q3 2020399.0K$24M+2.58%
Q2 2020397.0K$22M+2.52%
Q1 2020397.6K$21M+2.67%
Q4 2019356.7K$22M+2.35%
Q3 2019359.4K$22M+2.38%
Q2 2019362.7K$21M+2.25%
Q1 2019374.9K$22M+2.56%
Q4 2018377.7K$21M+2.61%

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