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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

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Quarterly 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