Bank of America Corporation shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 181k | 51.59 |
| 2025-06-30 | $8.7M | 184k | 47.32 |
| 2025-03-31 | $7.5M | 180k | 41.73 |
| 2024-12-31 | $7.9M | 180k | 43.95 |
| 2024-09-30 | $11M | 265k | 39.68 |
| 2024-06-30 | $11M | 264k | 39.77 |
| 2024-03-31 | $9.7M | 256k | 37.92 |
| 2023-12-31 | $8.5M | 253k | 33.67 |
| 2023-09-30 | $6.8M | 250k | 27.38 |
| 2023-06-30 | $7.2M | 249k | 28.69 |
| 2023-03-31 | $7.2M | 251k | 28.60 |
| 2022-12-31 | $396k | 12k | 33.12 |
| 2022-09-30 | $269k | 8.9k | 30.24 |
| 2022-06-30 | $268k | 8.6k | 31.08 |
| 2022-03-31 | $464k | 11k | 41.22 |
| 2021-12-31 | $465k | 11k | 44.48 |
| 2021-09-30 | $390k | 9.2k | 42.43 |
| 2021-06-30 | $382k | 9.3k | 41.22 |
| 2021-03-31 | $241k | 6.2k | 38.75 |