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Bank of America Corporation shares owned by LifeGoal Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by LifeGoal Wealth Advisors from 13F filings

Historical chart of LifeGoal Wealth 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 LifeGoal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $330k 5.8k 56.98

More positions owned by LifeGoal Wealth Advisors

Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Emng Mkts Eqt (EMGF)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)

View all positions for LifeGoal Wealth Advisors

Top funds holding Bank of America Corporation

BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Franklin Resources
Goldman Sachs Group
Northern Trust
Invesco
Fisher Investments
Ameriprise Financial

View all funds holding Bank of America Corporation