Bank of America Corporation shares owned by Legacy Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 34k | 51.59 |
| 2025-03-31 | $2.5M | 60k | 41.73 |
| 2024-12-31 | $2.5M | 57k | 43.95 |
| 2024-09-30 | $2.1M | 53k | 39.68 |
| 2024-06-30 | $1.9M | 48k | 39.77 |
| 2024-03-31 | $1.8M | 47k | 38.17 |
| 2023-12-31 | $1.5M | 44k | 33.67 |
| 2023-09-30 | $1.1M | 41k | 27.38 |
| 2023-06-30 | $1.2M | 42k | 28.69 |
| 2023-03-31 | $1.2M | 41k | 28.60 |
| 2022-12-31 | $1.3M | 39k | 33.12 |
| 2022-09-30 | $1.1M | 38k | 30.20 |
| 2022-06-30 | $1.3M | 41k | 31.13 |
| 2022-03-31 | $1.6M | 39k | 41.23 |
| 2021-12-31 | $2.2M | 50k | 44.48 |
| 2021-09-30 | $2.2M | 51k | 42.45 |
| 2021-06-30 | $2.0M | 50k | 41.22 |
| 2021-03-31 | $1.9M | 50k | 38.69 |
| 2020-12-31 | $1.5M | 50k | 30.31 |
| 2020-09-30 | $1.2M | 50k | 24.09 |
| 2020-06-30 | $1.2M | 50k | 23.74 |
| 2020-03-31 | $1.9M | 90k | 21.23 |
| 2019-12-31 | $2.7M | 76k | 35.22 |
| 2019-09-30 | $2.2M | 74k | 29.17 |
| 2019-06-30 | $2.1M | 74k | 29.01 |
| 2019-03-31 | $3.3M | 121k | 27.59 |
| 2018-12-31 | $1.4M | 57k | 24.64 |
| 2018-09-30 | $1.9M | 65k | 29.46 |
| 2018-06-30 | $1.8M | 65k | 28.18 |
| 2018-03-31 | $143k | 4.8k | 29.73 |
| 2017-12-31 | $136k | 4.6k | 29.51 |
| 2017-09-30 | $115k | 4.7k | 24.23 |
| 2017-06-30 | $115k | 4.7k | 24.23 |
| 2017-03-31 | $104k | 4.4k | 23.41 |
| 2016-12-31 | $98k | 4.4k | 22.08 |