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Bank of America Corporation shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 20k 51.59
2025-06-30 $1.2M 25k 47.32
2024-12-31 $546k 12k 43.95

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

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