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Bank of America Corporation shares owned by Allium Financial Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Allium Financial Advisors from 13F filings

Historical chart of Allium Financial Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $565k 10k 55.00
2025-09-30 $527k 10k 51.59
2025-06-30 $500k 11k 47.32
2025-03-31 $458k 11k 41.73