EverSource Wealth Advisors »

Bank of America Corporation shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 42k 51.59
2025-06-30 $2.0M 43k 47.35
2025-03-31 $1.5M 36k 41.78
2024-12-31 $2.2M 51k 43.91
2024-09-30 $2.0M 50k 39.68
2024-06-30 $2.0M 49k 40.31
2024-03-31 $2.2M 65k 33.61
2023-12-31 $2.2M 65k 33.61
2023-09-30 $1.9M 68k 27.43
2023-06-30 $1.3M 44k 28.69
2023-03-31 $677k 24k 28.60
2022-12-31 $743k 22k 33.21
2022-09-30 $536k 17k 31.50
2022-06-30 $540k 17k 31.09
2022-03-31 $591k 15k 40.00
2021-12-31 $643k 14k 44.60