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Bank of America Corporation shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 588 50.79
2025-06-30 $28k 588 47.12

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Schwab Us Large Cap Growth Etf Etf (SCHG)
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Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
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Schwab Us Dividend Equity Etf Etf (SCHD)
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Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG Wealth Management

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