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Bank Of America Corporation preferred shares owned by Financial Plan

Quarter-by-quarter ownership of Bank Of America Corporation preferred (BAC.PL) shares owned by Financial Plan from 13F filings

Historical chart of Financial Plan investment in Bank Of America Corporation preferred

Tip: Access up to 7 years of quarterly data

All positions including Bank Of America Corporation preferred held by Financial Plan consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Of America Corporation preferred by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 213 1252.00

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Dimensional Etf Trust Ultrashort Fixed (DUSB)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
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Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Bank Of America Corporation preferred

Franklin Resources
Russell Investments
Ing Investment Management
Advent Capital Management
BlackRock
Camden Asset Management
Victory Capital Management
Ameriprise Financial
Stonebridge Advisors
Lido Advisors
Manufacturers Life Insurance Company
American Century Companies
State Street Corporation
Wellington Management Company
Nuveen

View all funds holding Bank Of America Corporation preferred