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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

Tip: Access up to 7 years of quarterly data

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
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation