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
Download as csvQuarterly 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 |
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