13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
8

BAC

BANK AMERICA CORP · Financials

Consensus score 8/100 · #59 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+9.8%
21-day momentum
+9.6%
recent volume
0.90×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+12.5%
30-wk MA slope
+1.3%
rel. strength
-4.1
52-wk range
93%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
8
tracked managers
New this Q
0
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$25.44B
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Berkshire Hathaway
Quality compounder
9.5%
TRIM
Himalaya Capital
Value/global
4.6%
TRIM
Smead Capital
Concentrated
2.9%
TRIM
Hosking Partners
Concentrated
1.7%
TRIM
Tweedy Browne
Graham/global value
1.4%
TRIM
Davis Advisors
Concentrated
0.3%
ADD
Brave Warrior
Concentrated
0.0%
TRIM
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.