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Bank of America Corporation shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 117k 39.68
2024-06-30 $2.5M 63k 39.77
2024-03-31 $256k 6.8k 37.92
2023-12-31 $345k 10k 33.67
2021-09-30 $244k 5.8k 42.39
2021-06-30 $262k 6.4k 41.23
2021-03-31 $268k 6.4k 41.89
2020-12-31 $234k 7.0k 33.33