Bank of America Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 36k | 51.59 |
| 2025-06-30 | $272k | 5.7k | 47.32 |
| 2025-03-31 | $216k | 5.2k | 41.73 |
| 2024-12-31 | $256k | 5.8k | 43.95 |
| 2024-09-30 | $237k | 6.0k | 39.68 |
| 2024-06-30 | $301k | 7.6k | 39.77 |
| 2024-03-31 | $237k | 6.3k | 37.92 |
| 2023-03-31 | $641k | 22k | 28.60 |
| 2022-12-31 | $861k | 26k | 33.12 |
| 2022-09-30 | $748k | 25k | 30.21 |
| 2022-06-30 | $741k | 24k | 31.13 |
| 2022-03-31 | $850k | 21k | 41.21 |
| 2021-12-31 | $963k | 22k | 44.50 |
| 2021-09-30 | $988k | 23k | 42.46 |
| 2021-06-30 | $904k | 22k | 41.21 |
| 2021-03-31 | $1.1M | 27k | 38.68 |
| 2020-12-31 | $871k | 29k | 30.31 |
| 2020-09-30 | $719k | 30k | 24.11 |
| 2020-06-30 | $678k | 29k | 23.75 |
| 2020-03-31 | $508k | 24k | 21.22 |
| 2019-12-31 | $984k | 30k | 32.84 |
| 2019-09-30 | $515k | 16k | 33.12 |
| 2019-06-30 | $337k | 12k | 27.86 |
| 2019-03-31 | $320k | 12k | 27.60 |
| 2018-12-31 | $595k | 21k | 28.42 |
| 2018-09-30 | $736k | 26k | 28.56 |
| 2018-06-30 | $987k | 35k | 28.20 |
| 2018-03-31 | $1.1M | 38k | 30.00 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors