Bank of America Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $182M | 3.5M | 51.59 |
| 2025-06-30 | $145M | 3.1M | 47.32 |
| 2025-03-31 | $125M | 3.0M | 41.73 |
| 2024-12-31 | $118M | 2.7M | 43.95 |
| 2024-09-30 | $106M | 2.7M | 39.68 |
| 2024-06-30 | $105M | 2.7M | 39.77 |
| 2024-03-31 | $95M | 2.5M | 37.92 |
| 2023-12-31 | $81M | 2.4M | 33.67 |
| 2023-09-30 | $78M | 2.8M | 27.38 |
| 2023-06-30 | $1.1M | 3.2M | 0.36 |
| 2023-03-31 | $92M | 3.2M | 28.60 |
| 2022-12-31 | $82M | 2.5M | 33.12 |
| 2022-09-30 | $69M | 2.3M | 30.20 |
| 2022-06-30 | $76M | 2.4M | 31.13 |
| 2022-03-31 | $6.2M | 2.1M | 3.00 |
| 2021-12-31 | $58M | 1.3M | 44.49 |
| 2021-09-30 | $56M | 1.3M | 42.45 |
| 2021-06-30 | $53M | 1.3M | 41.23 |
| 2021-03-31 | $64M | 1.6M | 38.69 |
| 2020-12-31 | $58M | 1.9M | 30.31 |
| 2020-09-30 | $39M | 1.6M | 24.09 |
| 2020-06-30 | $46M | 2.0M | 23.75 |
| 2020-03-31 | $37M | 1.8M | 21.23 |
| 2019-12-31 | $64M | 1.8M | 35.22 |
| 2019-09-30 | $55M | 1.9M | 29.17 |
| 2019-06-30 | $53M | 1.8M | 29.00 |
| 2019-03-31 | $272k | 1.7M | 0.16 |
| 2018-12-31 | $1.1M | 1.9M | 0.62 |
| 2018-09-30 | $215k | 1.8M | 0.12 |
| 2018-06-30 | $430k | 1.8M | 0.24 |
| 2018-03-31 | $3.6M | 1.8M | 2.00 |
| 2017-12-31 | $50M | 1.7M | 29.50 |
| 2017-09-30 | $45M | 1.8M | 25.35 |
| 2017-06-30 | $44M | 1.8M | 24.26 |
| 2017-03-31 | $39M | 1.6M | 23.59 |
| 2016-12-31 | $33M | 1.5M | 22.10 |
| 2016-09-30 | $24M | 1.6M | 15.00 |
| 2016-06-30 | $22M | 1.5M | 15.00 |
| 2016-03-31 | $19M | 1.4M | 13.52 |
| 2015-12-31 | $26M | 1.5M | 16.83 |
| 2015-09-30 | $9.5M | 1.4M | 6.67 |
| 2015-06-30 | $18M | 1.1M | 17.02 |
| 2015-03-31 | $14M | 877k | 15.39 |
| 2014-12-31 | $18M | 1.0M | 17.89 |
| 2014-09-30 | $17M | 983k | 17.05 |
| 2014-06-30 | $380k | 905k | 0.42 |
| 2014-03-31 | $12M | 685k | 17.20 |
| 2013-12-31 | $7.8M | 498k | 15.57 |
| 2013-09-30 | $6.2M | 450k | 13.80 |
| 2013-06-30 | $5.2M | 402k | 12.86 |
| 2012-12-31 | $4.0M | 341k | 11.61 |
| 2012-09-30 | $2.9M | 331k | 8.83 |
| 2012-06-30 | $2.4M | 292k | 8.18 |
| 2011-12-31 | $904k | 163k | 5.56 |