Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Bank of America Corporation shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 59k 33.67
2023-09-30 $1.3M 46k 27.38
2023-06-30 $1.4M 48k 28.69
2023-03-31 $946k 33k 28.60
2022-12-31 $1.2M 36k 33.12
2022-09-30 $1.3M 43k 30.20
2022-06-30 $1.1M 37k 31.12
2022-03-31 $1.2M 29k 41.22
2021-12-31 $1.7M 39k 44.48
2021-09-30 $1.5M 36k 42.46
2021-06-30 $1.6M 38k 41.22
2021-03-31 $984k 25k 38.69
2020-12-31 $1.0M 35k 30.32
2020-09-30 $750k 31k 24.08
2020-06-30 $1.0M 43k 23.75
2020-03-31 $796k 38k 21.22
2019-12-31 $1.2M 35k 35.22
2019-09-30 $644k 22k 29.19
2019-06-30 $654k 23k 28.98
2019-03-31 $545k 20k 27.58
2018-12-31 $414k 17k 24.65
2018-09-30 $511k 17k 29.48
2018-06-30 $576k 20k 28.17
2018-03-31 $571k 16k 36.01
2017-12-31 $639k 22k 29.50
2017-09-30 $430k 17k 25.36
2017-06-30 $425k 18k 24.26
2017-03-31 $326k 14k 23.60
2016-12-31 $705k 32k 22.11
2016-09-30 $398k 25k 15.64
2016-06-30 $372k 28k 13.28
2016-03-31 $404k 30k 13.54
2015-12-31 $510k 30k 16.84
2015-09-30 $423k 27k 15.57
2015-06-30 $471k 28k 17.02
2015-03-31 $440k 29k 15.38
2014-12-31 $529k 30k 17.90
2014-09-30 $488k 29k 17.05
2014-06-30 $437k 28k 15.36
2014-03-31 $489k 28k 17.19
2013-12-31 $328k 21k 15.57
2013-09-30 $292k 21k 13.80
2013-06-30 $272k 21k 12.88
2013-03-31 $262k 22k 12.17

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Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation