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Bank of America Corporation shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $529k 9.6k 55.00
2025-09-30 $453k 8.8k 51.59
2025-06-30 $438k 9.3k 47.32
2025-03-31 $353k 8.5k 41.73
2024-12-31 $370k 8.4k 43.95

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Victory Portfolios Ii Core Intermediat (UITB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Axis Wealth Partners

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
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation