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Bank of America Corporation shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 21k 48.75
2025-12-31 $1.2M 21k 55.00
2025-09-30 $1.0M 20k 51.59
2025-06-30 $1.0M 22k 47.32
2025-03-31 $901k 22k 41.73
2024-12-31 $975k 22k 43.95

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (VLU)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ssga Active Etf Tr State Street Mul (RLY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)
Apple (AAPL)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Bank of America Corporation

Vanguard Group
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

View all funds holding Bank of America Corporation