Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Bank of America Corp. (BAC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 1.63 SEC
2025   Q2 1,004,119 1.63 Add 0.61% <0.01 $47.32 $47,514,911 SEC
2025   Q1 998,001 1.54 Reduce 0.30% <0.01 $41.73 $41,646,582 SEC
2024   Q4 1,000,978 1.61 Add 1.10% 0.02 $43.95 $43,992,983 SEC
2024   Q3 990,048 1.49 Add 0.40% <0.01 $39.68 $39,285,105 SEC
2024   Q2 986,115 1.66 Reduce 0.08% <0.01 $39.77 $39,217,794 SEC
2024   Q1 986,950 1.52 Reduce 4.12% 0.07 $37.92 $37,425,144 SEC
2023   Q4 1,029,334 1.63 Add 0.19% <0.01 $33.67 $34,657,676 SEC
2023   Q3 1,027,404 1.53 Add 4.21% 0.06 $27.38 $28,130,322 SEC
2023   Q2 985,876 1.49 Add 9.51% 0.13 $28.69 $28,284,782 SEC
2023   Q1 900,241 1.55 Reduce 3.78% 0.07 $28.60 $25,746,893 SEC
2022   Q4 935,610 1.92 Add 0.49% <0.01 $33.12 $30,987,403 SEC
2022   Q3 931,088 1.90 Add 0.23% <0.01 $30.20 $28,119,000 SEC
2022   Q2 928,977 1.91 Add 5.28% 0.10 $31.13 $28,919,000 SEC
2022   Q1 882,373 2.05 Add 0.55% 0.01 $41.22 $36,371,000 SEC
2021   Q4 877,569 2.08 Reduce 34.95% 1.19 $44.49 $39,043,000 SEC
2021   Q3 1,349,092 3.41 Add 0.25% <0.01 $42.45 $57,269,000 SEC
2021   Q2 1,345,736 3.37 Add 4.37% 0.14 $41.23 $55,485,000 SEC
2021   Q1 1,289,338 3.34 Add 0.91% 0.03 $38.69 $49,884,000 SEC
2020   Q4 1,277,648 2.97 Add 1.24% 0.04 $0.03 $38,726 SEC
2020   Q3 1,262,012 2.79 Reduce 0.02% <0.01 $24.09 $30,402,000 SEC
2020   Q2 1,262,324 2.98 Reduce 2.91% 0.10 $23.75 $29,980,000 SEC
2020   Q1 1,300,157 3.52 Add 34.85% 0.91 $21.23 $27,602,000 SEC
2019   Q4 964,147 3.07 Add 1.95% 0.06 $35.22 $33,957,000 SEC
2019   Q3 945,735 2.75 Add 7.35% 0.19 $29.17 $27,587,000 SEC
2019   Q2 881,006 2.58 Add 17.95% 0.39 $29.00 $25,549,000 SEC
2019   Q1 746,916 2.36 Buy 2.36 $27.59 $20,607,000 SEC