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
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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 |
|---|---|---|---|
| 2025-09-30 | $637k | 12k | 51.59 |
| 2025-06-30 | $553k | 12k | 47.32 |
| 2025-03-31 | $303k | 7.3k | 41.73 |
| 2024-12-31 | $336k | 7.6k | 43.95 |
| 2024-09-30 | $202k | 5.1k | 39.68 |