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Bank of America Corporation shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3k 235 39.61
2024-06-30 $9.3k 233 39.78
2024-03-31 $8.7k 230 37.95
2023-12-31 $7.8k 230 34.04

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Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
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Microsoft Corp Stock (MSFT)
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Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation