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Bank of America Corporation shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory 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 Elwood & Goetz Wealth Advisory 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 Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 3.8k 56.98

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
American Centy Etf Tr Ava Mid Equ Etf (AVMC)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Bank of America Corporation

BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Franklin Resources
Goldman Sachs Group
Northern Trust

View all funds holding Bank of America Corporation