SEC 13F Intelligence

Shorepath Capital Management LLC / BAC

Shorepath Capital Management LLC’s Bank America Corp Position

Does Shorepath Capital Management LLC own Bank America Corp (BAC)? Yes — 266.8K shares worth $13M (+10.40% of its 13F portfolio) as of Q2 2025, down from 270.6K shares the prior filed quarter.

Position Value
$13M
Q2 2025
Shares
266.8K
% of Portfolio
+10.40%
Quarters Held
6
currently held

Position History BAC

Reported value by quarter
Q1 ’24: $12MQ1 ’24Q2 ’24: $12MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $13MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025266.8K$13M+10.40%
Q1 2025270.6K$11M+8.52%
Q4 2024272.8K$12M+8.57%
Q3 2024283.3K$11M+8.23%
Q2 2024296.7K$12M+9.08%
Q1 2024305.6K$12M+9.15%

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