SEC 13F Intelligence

Cottage Street Advisors LLC / BAC

Cottage Street Advisors LLC’s Bank America Corp Position

Does Cottage Street Advisors LLC own Bank America Corp (BAC)? Yes71.7K shares worth $4M (+1.55% of its 13F portfolio) as of Q1 2026, down from 81.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
71.7K
% of Portfolio
+1.55%
Quarters Held
29
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $831,000Q4 ’18Q1 ’19: $875,000Q2 ’19: $920,000Q3 ’19: $925,000Q4 ’19: $1MQ4 ’19Q1 ’20: $758,000Q2 ’20: $753,000Q3 ’20: $764,000Q4 ’20: $966,000Q4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $915,000Q2 ’22: $701,000Q3 ’22: $680,000Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202671.7K$4M+1.55%
Q4 202581.4K$4M+1.52%
Q3 202590.8K$4M+1.75%
Q2 202587.8K$4M+2.01%
Q1 202589.3K$4M+1.99%
Q4 202490.6K$4M+1.93%
Q3 202493.5K$4M+2.23%
Q2 202490.1K$4M+2.17%
Q1 202488.6K$4M+2.19%
Q4 202384.6K$3M+2.10%
Q3 202360.5K$2M+1.35%
Q2 202360.6K$2M+1.49%
Q1 202350.6K$2M+1.34%
Q3 202222.5K$680,000+0.56%
Q2 202222.5K$701,000+0.53%
Q1 202222.2K$915,000+0.55%
Q4 202132.2K$1M+0.81%
Q3 202132.2K$1M+0.92%
Q2 202132.1K$1M+0.79%
Q1 202131.9K$1M+0.81%
Q4 202031.9K$966,000+0.90%
Q3 202031.7K$764,000+0.56%
Q2 202031.7K$753,000+0.57%
Q1 202035.7K$758,000+0.68%
Q4 201935.7K$1M+0.71%
Q3 201931.7K$925,000+0.56%
Q2 201931.7K$920,000+0.55%
Q1 201931.7K$875,000+0.54%
Q4 201833.7K$831,000+0.55%

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