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Bank of America Corporation shares owned by Asset Planning Corporation

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Asset Planning Corporation from 13F filings

Historical chart of Asset Planning Corporation investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 5.6k 51.59
2020-12-31 $125k 4.1k 30.35

More positions owned by Asset Planning Corporation

Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Asset Planning Corporation

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Norges Bank Investment Management
Wellington Management Company
Goldman Sachs Group
Ameriprise Financial
Northern Trust
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation