Exited position

Daniel Loeb’s Bank of America (BAC) position

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

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2009Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares17.50MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Third Point LLC first reported Bank of America in Q2 2009. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q4 2017, and the stock is no longer reported in the latest verified portfolio.

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.

Q4 2017
Sold the entire position−12.25M shares · No shares reported at quarter-end
Q3 2017
Sold 18.3% of the position−2.75M shares · 12.25M shares remained
Filing context

Quarter-end price $25.34 · Estimated holding basis $22.32

Q2 2017
Bought 11.1% more+1.50M shares · 15.00M shares reported after the change
Filing context

Quarter-end price $24.26 · Estimated holding basis $22.32

Q1 2017
Sold 22.9% of the position−4.00M shares · 13.50M shares remained
Filing context

Quarter-end price $23.59 · Estimated holding basis $22.10

Q4 2016
New position+17.50M shares · 17.50M shares reported
Filing context

Quarter-end price $22.10 · Estimated holding basis $22.10

Q3 2009
Sold 54.9% of the position−3.65M shares · 3.00M shares remained
Filing context

Quarter-end price $16.92 · Estimated holding basis $13.20

Portfolio importance

How important was Bank of America in Third Point LLC’s reported portfolio?

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

Last reported portfolio weight2.6%Q3 2017
Last reported rank#7of 37 reported positions
Peak portfolio weight9.7%Q2 2009
Best historical rank#2Q2 2009
At peak importanceQ2 2009
BAC
9.7%
Largest holding
15.9%
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 Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.