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Pacific Excel Wealth Advisors »

Bank of America Corporation shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel 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 Excel 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 Excel Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$205k	4.2k	48.76

More positions owned by Pacific Excel Wealth Advisors

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Vanguard World Mega Cap Val Etf (MGV)

First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)

First Tr Exchange-traded Growth Strength (FTGS)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Limited Duration (FSIG)

First Tr Exchange-traded A Com Shs (FTA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr Series Trust State Street Spd (SPYV)

First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway

Vanguard Capital Management

State Street Corporation

Vanguard Portfolio Management

Geode Capital Management

Capital World Investors

Franklin Resources

Goldman Sachs Group

Fisher Investments

View all funds holding Bank of America Corporation

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