Bank of America Corporation shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $908k | 18k | 51.59 |
| 2025-06-30 | $834k | 18k | 47.32 |
| 2025-03-31 | $682k | 16k | 41.73 |
| 2024-12-31 | $788k | 18k | 43.93 |
| 2024-09-30 | $772k | 20k | 39.67 |
| 2024-06-30 | $685k | 17k | 39.79 |
| 2024-03-31 | $755k | 20k | 38.14 |
| 2023-12-31 | $682k | 20k | 33.68 |
| 2023-09-30 | $382k | 14k | 27.39 |
| 2023-03-31 | $453k | 16k | 28.59 |
| 2022-12-31 | $574k | 17k | 33.11 |
| 2022-09-30 | $252k | 8.3k | 30.19 |
| 2022-06-30 | $274k | 8.8k | 31.13 |
| 2022-03-31 | $369k | 8.9k | 41.27 |
| 2021-12-31 | $400k | 9.0k | 44.52 |
More positions owned by OneAscent Wealth Management
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