Bank of America Corporation shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Bank of America Corporation
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All positions including Bank of America Corporation held by Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 67k | 51.59 |
| 2025-06-30 | $3.2M | 68k | 47.32 |
| 2025-03-31 | $2.6M | 62k | 41.71 |
| 2024-12-31 | $2.7M | 62k | 43.95 |
| 2024-09-30 | $1.5M | 38k | 39.67 |
| 2024-06-30 | $1.5M | 38k | 39.76 |
| 2024-03-31 | $1.3M | 33k | 37.92 |
| 2023-12-31 | $960k | 29k | 33.67 |