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Bank Of America Corporation preferred shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $435k 340 1280.00
2025-06-30 $437k 360 1213.00

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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
Morgan Stanley

View all funds holding Bank Of America Corporation preferred