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Bank of America Corporation shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 39k 33.67
2023-09-30 $1.1M 38k 27.38
2023-06-30 $1.1M 39k 28.69
2023-03-31 $1.1M 39k 28.60
2022-12-31 $1.3M 39k 33.12

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Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation