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Bank of America Corporation shares owned by Private Wealth Group

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

Historical chart of Private Wealth 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 Private Wealth 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $285k 5.0k 56.98

More positions owned by Private Wealth Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Sho Treas Etf (SPTS)
Spdr Series Trust St Str P500val (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str Sp Div (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust St Str Nyse Tech (XNTK)
Spdr Series Trust St Inter Etf (SPTI)

View all positions for Private Wealth Group

Top funds holding Bank of America Corporation

BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Franklin Resources
Goldman Sachs Group
Northern Trust
Invesco
Fisher Investments
Ameriprise Financial

View all funds holding Bank of America Corporation