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Bank of America Corporation shares owned by Independent Financial Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 63k 48.75
2025-09-30 $4.7M 91k 51.59
2025-06-30 $4.4M 93k 47.32
2025-03-31 $3.8M 91k 41.73
2024-12-31 $3.9M 89k 43.95
2024-09-30 $3.8M 95k 39.68
2024-06-30 $4.1M 102k 39.77
2024-03-31 $2.8M 74k 37.92
2023-12-31 $2.7M 80k 33.67
2023-09-30 $2.3M 83k 27.38
2023-06-30 $2.5M 88k 28.69
2023-03-31 $2.7M 95k 28.60
2022-12-31 $2.6M 77k 33.12
2022-09-30 $2.2M 72k 30.20
2022-06-30 $2.3M 74k 31.13
2022-03-31 $3.2M 77k 41.22
2021-12-31 $3.3M 75k 44.49
2021-09-30 $3.1M 72k 42.45
2021-06-30 $2.8M 67k 41.23
2021-03-31 $2.5M 65k 38.69
2020-12-31 $1.8M 60k 30.31
2020-09-30 $1.6M 65k 24.09
2020-06-30 $1.4M 60k 23.75
2020-03-31 $1.3M 59k 21.23