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Bank of America Corporation shares owned by Planning Alternatives

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Planning Alternatives from 13F filings

Historical chart of Planning Alternatives investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 4.1k 55.00
2025-03-31 $255k 6.1k 41.73
2012-12-31 $92 8 11.61

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Planning Alternatives

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
Norges Bank Investment Management
Wellington Management Company
Goldman Sachs Group
Ameriprise Financial
Northern Trust
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation