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Bank of America Corporation shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $20k 500 39.77
2024-03-31 $19k 500 37.92
2023-12-31 $17k 500 33.67

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Capital World Investors
Ameriprise Financial
Northern Trust
Bank of New York Mellon
Legal & General Group
Dodge & Cox

View all funds holding Bank of America Corporation