Bank of America Corporation shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment 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 Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 35k | 51.60 |
| 2025-06-30 | $878k | 19k | 47.30 |
| 2025-03-31 | $670k | 16k | 41.72 |
| 2024-12-31 | $828k | 19k | 43.96 |
| 2024-09-30 | $2.4M | 58k | 41.90 |
| 2024-06-30 | $4.0M | 100k | 39.77 |
| 2024-03-31 | $4.4M | 115k | 37.92 |
More positions owned by Morningstar Investment Management
View all positions for Morningstar Investment Management