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Bank of America Corporation shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 39k 48.75

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Bank of America Corporation

Vanguard Group
BlackRock
Berkshire Hathaway
State Street Corporation
FMR
Geode Capital Management
Capital World Investors
Norges Bank Investment Management
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon
Franklin Resources
Wellington Management Company

View all funds holding Bank of America Corporation