Bank of America Corporation shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 51k | 51.59 |
| 2025-06-30 | $2.3M | 49k | 47.32 |
| 2025-03-31 | $3.1M | 74k | 41.73 |
| 2024-12-31 | $3.8M | 87k | 43.95 |
| 2024-09-30 | $3.5M | 88k | 39.68 |
| 2024-06-30 | $3.5M | 89k | 39.77 |
| 2024-03-31 | $3.1M | 83k | 37.92 |
| 2023-09-30 | $5.1M | 187k | 27.38 |
| 2023-06-30 | $5.5M | 193k | 28.69 |
| 2023-03-31 | $5.5M | 191k | 28.60 |
| 2022-12-31 | $6.6M | 201k | 33.12 |
| 2022-09-30 | $5.1M | 168k | 30.04 |
| 2022-06-30 | $5.7M | 183k | 31.13 |
| 2022-03-31 | $8.0M | 193k | 41.22 |
| 2021-12-31 | $8.6M | 194k | 44.49 |
| 2021-09-30 | $8.6M | 202k | 42.31 |
| 2021-06-30 | $8.6M | 210k | 41.08 |
| 2021-03-31 | $10M | 262k | 38.63 |
| 2020-12-31 | $1.6M | 53k | 30.04 |
| 2020-09-30 | $1.5M | 61k | 24.17 |
| 2020-06-30 | $1.5M | 62k | 23.68 |
| 2020-03-31 | $1.4M | 67k | 21.23 |
| 2019-12-31 | $2.4M | 67k | 35.43 |
| 2019-09-30 | $2.0M | 68k | 29.41 |
| 2019-06-30 | $1.9M | 66k | 29.09 |
| 2019-03-31 | $1.8M | 64k | 27.57 |
| 2018-12-31 | $1.1M | 46k | 24.60 |
| 2018-09-30 | $2.3M | 80k | 29.46 |
| 2018-06-30 | $2.3M | 81k | 28.18 |
| 2018-03-31 | $1.0M | 34k | 30.02 |
| 2017-12-31 | $1.0M | 34k | 29.49 |
| 2017-09-30 | $826k | 33k | 25.37 |
| 2017-06-30 | $790k | 33k | 24.25 |
| 2017-03-31 | $885k | 38k | 23.61 |
| 2016-12-31 | $827k | 38k | 22.05 |
| 2016-09-30 | $546k | 35k | 15.71 |
| 2016-06-30 | $360k | 27k | 13.29 |
| 2016-03-31 | $446k | 33k | 13.51 |
| 2015-12-31 | $615k | 37k | 16.75 |
| 2015-09-30 | $534k | 34k | 15.60 |
| 2015-06-30 | $583k | 34k | 16.98 |
| 2015-03-31 | $339k | 21k | 15.83 |
| 2014-12-31 | $394k | 22k | 18.33 |
| 2014-09-30 | $361k | 22k | 16.67 |
| 2014-06-30 | $327k | 21k | 15.83 |
| 2014-03-31 | $433k | 25k | 17.18 |
| 2013-12-31 | $650k | 42k | 15.55 |
| 2013-09-30 | $452k | 33k | 13.77 |
| 2013-06-30 | $446k | 33k | 13.51 |
| 2013-03-31 | $428k | 35k | 12.20 |
| 2012-09-30 | $4.8M | 546k | 8.83 |
| 2012-03-31 | $655k | 69k | 9.56 |
| 2011-12-31 | $77k | 13k | 5.82 |
| 2011-09-30 | $438k | 73k | 5.99 |
| 2011-06-30 | $1.0M | 96k | 10.93 |
| 2011-03-31 | $397k | 30k | 13.32 |
| 2010-12-31 | $322k | 24k | 13.35 |
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