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Bank of America Corporation shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Bank of America Corporation

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

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Quarterly reported holdings in Bank of America Corporation by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $759k 19k 39.68
2024-06-30 $742k 19k 39.77
2024-03-31 $720k 19k 37.92
2023-12-31 $635k 19k 33.67

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Bank of New York Mellon
Royal Bank of Canada
Invesco
Fisher Investments
Charles Schwab Investment Management

View all funds holding Bank of America Corporation