Bank of America Corporation shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 32k | 51.59 |
| 2025-06-30 | $1.6M | 33k | 47.32 |
| 2025-03-31 | $1.3M | 31k | 41.73 |
| 2024-12-31 | $1.3M | 30k | 43.95 |
| 2024-09-30 | $1.1M | 28k | 39.68 |
| 2024-06-30 | $1.1M | 29k | 39.77 |
| 2024-03-31 | $2.3M | 60k | 37.92 |
| 2023-12-31 | $1.9M | 55k | 33.67 |
| 2023-09-30 | $1.4M | 50k | 27.38 |
| 2023-06-30 | $1.2M | 43k | 28.69 |
| 2023-03-31 | $625k | 22k | 28.60 |
| 2022-12-31 | $675k | 20k | 33.12 |
| 2022-09-30 | $761k | 25k | 30.21 |
| 2022-06-30 | $767k | 25k | 31.13 |
| 2022-03-31 | $1.0M | 25k | 41.21 |
| 2021-12-31 | $1.1M | 24k | 44.51 |
| 2021-09-30 | $391k | 9.2k | 42.48 |
| 2021-06-30 | $825k | 20k | 41.23 |
| 2021-03-31 | $627k | 16k | 38.68 |
| 2020-12-31 | $93k | 3.1k | 30.26 |