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Bank of America Corporation shares owned by Meritage Portfolio Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Meritage Portfolio Management from 13F filings

Historical chart of Meritage Portfolio 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 Meritage Portfolio 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 Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 4.3k 51.59
2025-06-30 $211k 4.5k 47.32
2021-12-31 $278k 6.2k 44.52
2021-09-30 $3.7M 88k 42.45
2021-06-30 $3.6M 88k 41.23
2021-03-31 $3.4M 88k 38.69
2020-12-31 $2.9M 95k 30.31
2020-03-31 $1.9M 90k 21.23
2019-12-31 $3.4M 97k 35.22
2019-09-30 $2.9M 98k 29.17
2019-06-30 $697k 24k 29.02
2012-09-30 $120k 14k 8.83
2012-06-30 $111k 14k 8.17
2012-03-31 $130k 14k 9.56
2011-12-31 $76k 14k 5.59
2011-09-30 $83k 14k 6.11
2011-06-30 $149k 14k 10.96
2011-03-31 $181k 14k 13.31