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Bank of America Corporation shares owned by CWS Financial Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by CWS Financial Advisors from 13F filings

Historical chart of CWS Financial Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 4.7k 51.59
2025-06-30 $220k 4.7k 47.32
2024-12-31 $204k 4.6k 43.95

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
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Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Core Balanced SHS (CGBL)

View all positions for CWS Financial Advisors

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation