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Bank of America Corporation shares owned by Navigate Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Navigate Wealth Management from 13F filings

Historical chart of Navigate Wealth 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 Navigate 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 Navigate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 3.8k 53.48

More positions owned by Navigate Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Navigate Wealth Management

Top funds holding Bank of America Corporation

Vanguard Group
BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Franklin Resources
Goldman Sachs Group
Northern Trust
Invesco
Fisher Investments

View all funds holding Bank of America Corporation