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Bank of America Corporation shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $799k 14k 56.98
2026-03-31 $630k 13k 48.75
2025-12-31 $734k 13k 55.00
2025-03-31 $9.4k 226 41.80
2024-12-31 $9.9k 225 43.95