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Bank of America Corporation shares owned by Root Financial Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 5.1k 39.68

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation