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Bank of America Corporation shares owned by Center for Wealth Management Advisory

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Center for Wealth Management Advisory from 13F filings

Historical chart of Center for Wealth Management Advisory investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Center for Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 42k 56.98

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Apple (AAPL)
Broadcom (AVGO)
Ishares Tr Rus 1000 Etf (IWB)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Bank of America Corporation (BAC)
Merck & Co (MRK)
Bank of New York Mellon Corporation (BNY)
Microsoft Corporation (MSFT)

View all positions for Center for Wealth Management Advisory

Top funds holding Bank of America Corporation

BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Franklin Resources
Goldman Sachs Group
Northern Trust

View all funds holding Bank of America Corporation