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Bank of America Corporation shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $569k 21k 27.38
2023-06-30 $600k 21k 28.69
2023-03-31 $595k 21k 28.60
2021-03-31 $304k 7.9k 38.64
2020-12-31 $286k 9.4k 30.30
2020-09-30 $240k 10k 24.11
2020-06-30 $236k 10k 23.70
2020-03-31 $211k 10k 21.19
2019-12-31 $366k 13k 28.99
2019-09-30 $368k 13k 29.17
2019-06-30 $366k 13k 28.99
2019-03-31 $378k 14k 27.58
2018-12-31 $367k 15k 24.67
2018-09-30 $517k 18k 29.43
2018-06-30 $642k 23k 28.20
2018-03-31 $636k 21k 29.98
2017-12-31 $244k 8.3k 29.49
2017-09-30 $213k 8.4k 25.30
2017-06-30 $268k 11k 24.28