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Bank of America Corporation shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 7.1k 51.59
2025-06-30 $333k 7.0k 47.33
2025-03-31 $266k 6.4k 41.77
2024-12-31 $278k 6.3k 43.92
2024-09-30 $242k 6.1k 39.72

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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