Bank of America Corporation shares owned by AE Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 955k | 51.59 |
| 2025-06-30 | $40M | 861k | 46.60 |
| 2025-03-31 | $33M | 791k | 41.75 |
| 2024-12-31 | $27M | 616k | 43.95 |
| 2024-09-30 | $26M | 656k | 39.68 |
| 2024-06-30 | $24M | 593k | 39.77 |
| 2024-03-31 | $20M | 514k | 37.92 |
| 2023-12-31 | $30M | 884k | 33.43 |
| 2023-09-30 | $22M | 786k | 27.38 |
| 2023-06-30 | $21M | 728k | 28.69 |
| 2023-03-31 | $36M | 1.3M | 28.60 |
| 2022-12-31 | $42M | 1.3M | 33.12 |
| 2022-09-30 | $36M | 1.2M | 30.20 |
| 2022-06-30 | $33M | 1.1M | 31.13 |
| 2022-03-31 | $36M | 883k | 41.22 |
| 2021-12-31 | $33M | 750k | 44.49 |
| 2021-09-30 | $23M | 547k | 42.45 |
| 2021-06-30 | $21M | 508k | 41.23 |
| 2021-03-31 | $19M | 496k | 38.69 |
| 2020-12-31 | $16M | 524k | 30.31 |
| 2020-09-30 | $13M | 546k | 24.09 |
| 2020-06-30 | $10M | 436k | 23.75 |
| 2020-03-31 | $7.2M | 337k | 21.23 |
| 2019-12-31 | $9.3M | 263k | 35.22 |
| 2019-09-30 | $6.8M | 233k | 29.17 |
| 2019-06-30 | $6.2M | 214k | 29.00 |
| 2019-03-31 | $3.4M | 122k | 27.59 |
| 2018-12-31 | $2.7M | 110k | 24.64 |
| 2018-09-30 | $3.0M | 101k | 29.46 |
| 2018-06-30 | $2.1M | 76k | 28.19 |
| 2018-03-31 | $2.2M | 72k | 30.00 |
| 2017-12-31 | $963k | 33k | 29.51 |
| 2017-09-30 | $938k | 37k | 25.33 |
| 2017-06-30 | $833k | 34k | 24.27 |
| 2017-03-31 | $515k | 22k | 23.60 |
| 2016-12-31 | $325k | 15k | 22.11 |