Bank of America Corporation shares owned by Klingman & Associates
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $910k | 18k | 51.59 |
| 2025-06-30 | $512k | 11k | 47.32 |
| 2025-03-31 | $449k | 11k | 41.73 |
| 2024-12-31 | $481k | 11k | 43.95 |
| 2024-09-30 | $442k | 11k | 39.68 |
| 2024-06-30 | $427k | 11k | 39.77 |
| 2024-03-31 | $359k | 9.5k | 37.92 |
| 2023-12-31 | $303k | 9.0k | 33.67 |
| 2023-09-30 | $270k | 9.9k | 27.38 |
| 2023-06-30 | $280k | 9.8k | 28.69 |
| 2023-03-31 | $243k | 8.5k | 28.60 |
| 2022-12-31 | $295k | 8.9k | 33.12 |
| 2022-09-30 | $230k | 7.6k | 30.19 |
| 2022-06-30 | $227k | 7.3k | 31.16 |
| 2022-03-31 | $290k | 7.0k | 41.22 |
| 2021-12-31 | $323k | 7.3k | 44.54 |
| 2021-09-30 | $269k | 6.3k | 42.50 |
| 2021-06-30 | $372k | 9.0k | 41.21 |
| 2021-03-31 | $336k | 8.7k | 38.68 |
| 2020-12-31 | $244k | 8.0k | 30.36 |
| 2019-12-31 | $264k | 7.5k | 35.20 |
| 2019-09-30 | $223k | 7.7k | 29.12 |
| 2019-06-30 | $225k | 7.7k | 29.05 |
| 2019-03-31 | $211k | 7.7k | 27.55 |
| 2016-09-30 | $73k | 4.7k | 15.59 |
| 2016-06-30 | $70k | 5.3k | 13.25 |
| 2016-03-31 | $71k | 5.3k | 13.44 |
| 2015-12-31 | $224k | 13k | 16.86 |
| 2015-09-30 | $78k | 5.0k | 15.49 |
| 2015-06-30 | $86k | 5.0k | 17.08 |
| 2015-03-31 | $77k | 5.0k | 15.29 |
| 2014-12-31 | $90k | 5.0k | 17.87 |