Bank of America Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 7.7k | 51.59 |
| 2025-06-30 | $422k | 8.9k | 47.32 |
| 2021-06-30 | $244k | 5.9k | 41.25 |
| 2021-03-31 | $231k | 6.0k | 38.62 |
| 2018-03-31 | $127k | 4.2k | 29.92 |
| 2017-12-31 | $140k | 4.7k | 29.62 |
More positions owned by Holistic Financial Partners
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