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Bank of America Corporation shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 38k 50.35
2025-06-30 $1.2M 25k 47.32
2025-03-31 $861k 21k 41.73

More positions owned by Cardinal Point Capital Management, ULC

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Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

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
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation