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Bank of America Corporation shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth investment in Bank of America Corporation

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All positions including Bank of America Corporation held by 55 North Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 39k 48.75
2025-12-31 $2.2M 40k 55.00

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares U S Etf Tr Short Maturity M (MEAR)
Microsoft Corporation (MSFT)

View all positions for 55 North Private Wealth

Top funds holding Bank of America Corporation

Vanguard Group
BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Franklin Resources
Goldman Sachs Group
Northern Trust
Invesco
Fisher Investments

View all funds holding Bank of America Corporation