SEC 13F Intelligence

Grassi Investment Management / BAC

Grassi Investment Management’s Bank America Corp Position

Does Grassi Investment Management own Bank America Corp (BAC)? Yes423.0K shares worth $20M (+1.59% of its 13F portfolio) as of Q2 2025, down from 424.8K shares the prior filed quarter.

Position Value
$20M
Q2 2025
Shares
423.0K
% of Portfolio
+1.59%
Quarters Held
27
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $14MQ2 ’19: $14MQ3 ’19: $13MQ4 ’19: $16MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $15MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $12MQ3 ’22: $12MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $15MQ4 ’23Q1 ’24: $17MQ2 ’24: $17MQ3 ’24: $17MQ4 ’24: $19MQ4 ’24Q1 ’25: $18MQ2 ’25: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025423.0K$20M+1.59%
Q1 2025424.8K$18M+1.64%
Q4 2024426.8K$19M+1.60%
Q3 2024431.1K$17M+1.48%
Q2 2024439.5K$17M+1.55%
Q1 2024445.5K$17M+1.53%
Q4 2023446.0K$15M+1.57%
Q3 2023444.5K$12M+1.40%
Q2 2023442.8K$13M+1.40%
Q1 2023444.0K$13M+1.58%
Q4 2022403.8K$13M+1.80%
Q3 2022399.5K$12M+1.76%
Q2 2022398.0K$12M+1.64%
Q1 2022396.7K$16M+1.71%
Q4 2021396.7K$18M+1.76%
Q3 2021395.7K$17M+1.89%
Q2 2021396.2K$16M+1.77%
Q1 2021397.7K$15M+1.74%
Q4 2020399.5K$12M+1.54%
Q3 2020445.5K$11M+1.52%
Q2 2020449.1K$11M+1.54%
Q1 2020452.7K$10M+1.68%
Q4 2019458.9K$16M+2.19%
Q3 2019461.2K$13M+2.02%
Q2 2019491.2K$14M+2.10%
Q1 2019501.6K$14M+2.05%
Q4 2018511.6K$13M+2.17%

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