Bank of America Corporation shares owned by Fiduciary Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 8.1k | 51.59 |
| 2025-06-30 | $483k | 10k | 47.32 |
| 2025-03-31 | $426k | 10k | 41.73 |
| 2024-12-31 | $448k | 10k | 43.95 |
| 2021-09-30 | $315k | 7.4k | 42.42 |
| 2021-03-31 | $43k | 1.1k | 38.91 |
| 2020-12-31 | $33k | 1.1k | 29.95 |
| 2020-09-30 | $26k | 1.1k | 23.68 |
| 2019-12-31 | $236k | 7.1k | 33.26 |