Bank of America Corporation shares owned by Beta Wealth
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 13k | 51.59 |
| 2025-06-30 | $479k | 10k | 47.32 |
| 2025-03-31 | $436k | 10k | 41.73 |
| 2024-12-31 | $488k | 11k | 43.95 |
| 2024-09-30 | $401k | 10k | 39.68 |
| 2024-06-30 | $281k | 7.0k | 40.06 |
| 2024-03-31 | $395k | 10k | 37.92 |
| 2023-12-31 | $351k | 10k | 33.67 |
| 2023-09-30 | $288k | 11k | 27.38 |
| 2023-06-30 | $284k | 9.9k | 28.69 |
| 2023-03-31 | $235k | 8.2k | 28.60 |
| 2022-12-31 | $239k | 7.2k | 33.12 |
| 2022-09-30 | $211k | 7.0k | 30.14 |
| 2022-06-30 | $218k | 7.0k | 31.14 |
| 2022-03-31 | $251k | 6.8k | 36.91 |
| 2021-06-30 | $202k | 4.9k | 41.22 |