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Bank of America Corporation shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth 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 Pacific Capital Wealth 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $156k 3.5k 43.95
2024-09-30 $158k 4.0k 39.68
2024-06-30 $161k 4.0k 39.77
2024-03-31 $120k 3.2k 37.92
2023-12-31 $163k 4.9k 33.67
2020-09-30 $87k 3.6k 24.20

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Capital World Investors
Franklin Resources
Northern Trust
Wellington Management Company
Bank of New York Mellon

View all funds holding Bank of America Corporation