Bank of America Corporation shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 19k | 51.59 |
| 2025-06-30 | $864k | 18k | 47.32 |
| 2025-03-31 | $741k | 19k | 38.75 |
| 2024-12-31 | $896k | 19k | 46.39 |
| 2024-09-30 | $833k | 21k | 39.68 |
| 2024-06-30 | $797k | 20k | 39.77 |
| 2024-03-31 | $681k | 18k | 37.92 |
| 2023-12-31 | $423k | 13k | 33.67 |
| 2023-09-30 | $337k | 12k | 27.38 |
| 2023-06-30 | $353k | 12k | 28.69 |
| 2023-03-31 | $359k | 13k | 28.60 |
| 2022-12-31 | $341k | 10k | 33.12 |
| 2022-09-30 | $280k | 9.3k | 30.11 |
| 2022-06-30 | $344k | 9.6k | 35.89 |
| 2022-03-31 | $427k | 10k | 41.14 |
| 2021-12-31 | $461k | 10k | 44.46 |
More positions owned by Confluence Wealth Services
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