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Bank of America Corporation shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $28k 538 51.59
2025-06-30 $26k 538 47.32
2025-03-31 $25k 596 41.73
2024-12-31 $24k 538 43.95