Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Bank of America Corporation shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.0M 238k 33.67
2023-09-30 $11M 386k 27.38
2023-06-30 $11M 386k 28.69
2023-03-31 $11M 387k 28.60
2022-12-31 $13M 387k 33.12
2022-09-30 $1.7M 58k 30.20
2022-06-30 $12M 389k 31.13
2022-03-31 $16M 393k 41.22
2021-12-31 $18M 396k 44.49
2021-09-30 $17M 396k 42.45
2021-06-30 $16M 397k 41.23
2021-03-31 $15M 397k 38.69
2020-12-31 $12M 398k 30.31
2020-09-30 $9.6M 399k 24.09
2020-06-30 $9.5M 400k 23.75
2020-03-31 $8.5M 399k 21.23
2019-12-31 $14M 400k 35.22
2019-09-30 $12M 404k 29.17
2019-06-30 $12M 405k 29.00
2019-03-31 $11M 405k 27.59
2018-12-31 $10M 409k 24.64
2018-09-30 $12M 410k 29.46
2018-06-30 $12M 417k 28.19
2018-03-31 $13M 422k 29.99
2017-12-31 $13M 424k 29.52
2017-09-30 $11M 425k 25.34
2017-06-30 $10M 424k 24.26
2017-03-31 $10M 424k 23.59
2016-12-31 $9.5M 430k 22.10
2016-09-30 $6.7M 431k 15.65
2016-06-30 $5.7M 431k 13.27
2016-03-31 $5.0M 370k 13.52
2015-12-31 $6.2M 368k 16.83
2015-09-30 $5.7M 368k 15.58
2015-06-30 $6.3M 368k 17.02
2015-03-31 $5.7M 368k 15.39
2014-12-31 $6.6M 368k 17.89
2014-09-30 $6.3M 368k 17.05
2014-06-30 $5.7M 368k 15.37
2014-03-31 $6.3M 368k 17.20
2013-12-31 $5.7M 368k 15.57

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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