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Bank of America Corporation shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo 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 Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $689k 18k 37.92
2023-12-31 $599k 18k 33.67
2023-09-30 $532k 19k 27.38
2023-06-30 $563k 20k 28.69
2023-03-31 $575k 20k 28.60
2022-12-31 $641k 19k 33.12