Historical position

Chuck Akre’s Bank of America (BAC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2011Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares1.10MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Bank of America in Q3 2011. The reported position was reduced across later filings. Verified positive position history runs through Q2 2013. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2013
Sold the entire position−800.00K shares · No shares reported at quarter-end
Q4 2011
Sold 27.3% of the position−300.00K shares · 800.00K shares remained
Filing context

Quarter-end price $5.56 · Estimated holding basis $6.83

Q3 2011
New position+1.10M shares · 1.10M shares reported
Filing context

Quarter-end price $6.83 · Estimated holding basis $6.83

6 unchanged quarters are collapsed by default.

Portfolio importance

How important was Bank of America in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.5%Q2 2013
Last reported rank#27of 37 reported positions
Peak portfolio weight1.3%Q3 2011
Best historical rank#18Q3 2011
At peak importanceQ3 2011
BAC
1.3%
Largest holding
12.8%
Cross-investor discovery

Who else owns Bank of America?

Also reported by 3 other tracked investors in their latest verified filings.

Warren BuffettBerkshire Hathaway
BAC9.2% of reported portfolio
Ray DalioBridgewater Associates, LP
BAC0.2% of reported portfolio
Joel GreenblattGotham Asset Management
BAC0.0% of reported portfolio
Explore Bank of America across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$57.732026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Bank of America stock page →

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.