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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Quarterly reported holdings in Bank of America Corporation by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 168k | 51.59 |
| 2025-06-30 | $7.5M | 159k | 47.32 |
| 2025-03-31 | $6.3M | 151k | 41.73 |
| 2024-12-31 | $6.0M | 137k | 43.95 |
| 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 |
More positions owned by Pensionmark Financial Group
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