Bank of America Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 122k | 51.59 |
| 2025-06-30 | $5.2M | 111k | 47.32 |
| 2025-03-31 | $4.4M | 105k | 41.73 |
| 2024-09-30 | $3.7M | 94k | 39.68 |
| 2024-06-30 | $3.8M | 95k | 39.77 |
| 2024-03-31 | $3.6M | 94k | 37.92 |
| 2023-12-31 | $3.1M | 93k | 33.67 |
| 2023-09-30 | $2.6M | 96k | 27.38 |
| 2023-06-30 | $2.7M | 96k | 28.69 |
| 2023-03-31 | $2.6M | 92k | 28.60 |
| 2022-12-31 | $2.9M | 88k | 33.12 |
| 2022-09-30 | $2.6M | 87k | 30.20 |
| 2022-06-30 | $3.1M | 98k | 31.13 |
| 2022-03-31 | $4.1M | 98k | 41.21 |
| 2021-12-31 | $4.2M | 95k | 44.49 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management