| Quarter | Score |
|---|---|
| 2022-Q1 | 51.3 |
| 2022-Q3 | 43.0 |
| 2022-Q4 | 57.0 |
| 2023-Q2 | 63.6 |
| 2023-Q3 | 48.2 |
| 2023-Q4 | 66.0 |
| 2024-Q1 | 50.9 |
| 2024-Q2 | 78.8 |
| 2024-Q3 | 88.1 |
| 2024-Q4 | 87.3 |
| 2025-Q1 | 87.2 |
| 2025-Q2 | 87.1 |
| 2025-Q3 | 87.2 |
| 2025-Q4 | 87.2 |
| 2026-Q1 | 87.1 |
| 2026-Q2 | 86.6 |
Funds reducing exposure or consensus momentum fading
Trading +29.0% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold BAC. Avg conviction: 4.6%. Net trimming. First tracked at $39.73 (current +29.0% vs tracked).
Berkshire Hathaway has 9.2% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 9.2% | Reduce |
| Citadel Advisors | 0.0% | Add |