SEC 13F Intelligence

Pegasus Asset Management, Inc. / BAC

Pegasus Asset Management, Inc.’s Bank America Corp Position

Does Pegasus Asset Management, Inc. own Bank America Corp (BAC)? Not currently — the last reported position was 97.8K shares worth $3M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2023
Shares
97.8K
% of Portfolio
+1.25%
Quarters Held
19
position exited

Position History BAC

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $6MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $3MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202397.8K$3M+1.25%
Q1 2023131.9K$4M+2.04%
Q4 2022127.9K$4M+2.40%
Q3 202296.0K$3M+1.64%
Q2 202294.5K$3M+1.60%
Q1 2022164.7K$7M+3.24%
Q4 2021165.6K$8M+3.23%
Q3 2021161.5K$8M+3.51%
Q2 2021155.2K$7M+3.43%
Q1 2021151.4K$7M+3.59%
Q4 2020146.2K$6M+3.37%
Q3 2020147.4K$6M+3.54%
Q2 2020147.1K$5M+3.67%
Q1 2020147.5K$5M+4.19%
Q4 2019119.9K$6M+3.71%
Q3 2019118.2K$5M+3.71%
Q2 2019117.8K$5M+3.80%
Q1 2019115.9K$5M+3.98%
Q4 2018115.4K$4M+4.23%

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