SEC 13F Intelligence

Beaton Management Co. Inc. / BAC

Beaton Management Co. Inc.’s Bank America Corp Position

Does Beaton Management Co. Inc. own Bank America Corp (BAC)? Yes81.2K shares worth $4M (+1.76% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
81.2K
% of Portfolio
+1.76%
Quarters Held
29
currently held

Position History BAC

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $7MQ1 ’21Q2 ’21: $3MQ3 ’21: $4MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.2K$4M+1.76%
Q4 202581.2K$4M+1.97%
Q3 202581.5K$4M+1.91%
Q2 202581.5K$4M+1.88%
Q1 202582.4K$3M+1.79%
Q4 202482.5K$4M+1.83%
Q3 202482.8K$3M+1.66%
Q2 202482.8K$3M+1.77%
Q1 202482.8K$3M+1.71%
Q4 202383.2K$3M+1.68%
Q3 202384.9K$2M+1.51%
Q2 202384.9K$2M+1.54%
Q1 202385.5K$2M+1.65%
Q4 202284.2K$3M+1.87%
Q3 202285.7K$3M+1.96%
Q2 202284.7K$3M+1.87%
Q1 202286.8K$4M+2.21%
Q4 202185.5K$4M+2.27%
Q3 202185.1K$4M+2.39%
Q2 202184.1K$3M+2.21%
Q1 2021168.6K$7M+2.26%
Q4 202084.3K$3M+1.89%
Q3 202084.3K$2M+1.67%
Q2 202084.5K$2M+1.79%
Q1 202084.5K$2M+1.80%
Q4 201984.4K$3M+2.33%
Q3 201985.1K$2M+2.01%
Q2 201985.0K$2M+2.04%
Q1 201984.4K$2M+2.01%

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