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Bank of America Corporation shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 4.5k 51.59
2025-06-30 $211k 4.5k 47.32
2024-09-30 $255k 6.4k 39.68
2024-06-30 $213k 5.3k 39.77

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Us Aer Def Etf (ITA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Apple (AAPL)
Meta Platforms Cl A (META)

View all positions for Morris Retirement Advisors

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation