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Bank of America Corporation shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 8.2k 50.39
2025-06-30 $578k 12k 47.15

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View all positions for Phillips Wealth Planners

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation