FirstPurpose Wealth »

Bank of America Corporation shares owned by FirstPurpose Wealth

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

Historical chart of FirstPurpose Wealth investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by FirstPurpose Wealth 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 FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $549k 15k 36.65
2023-12-31 $518k 15k 33.67
2023-09-30 $319k 12k 27.38
2023-06-30 $325k 11k 28.69

More positions owned by FirstPurpose Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Prog Holdings Com Npv (PRG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Phillips Edison & Co Common Stock (PECO)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for FirstPurpose Wealth

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