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Bank of America Corporation shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $331k 6.8k 48.75
2025-09-30 $446k 8.7k 51.59
2025-06-30 $411k 8.7k 47.32
2025-03-31 $368k 8.8k 41.73
2024-12-31 $368k 8.4k 43.95

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View all positions for Roehl & Yi Investment 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