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Bank of America Corporation shares owned by SC&H Financial Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by SC&H Financial Advisors from 13F filings

Historical chart of SC&H Financial 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 SC&H Financial 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 SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 7.1k 51.59
2025-06-30 $382k 8.1k 47.32
2025-03-31 $337k 8.1k 41.73
2024-12-31 $355k 8.1k 43.95
2024-09-30 $328k 8.3k 39.68
2024-06-30 $417k 11k 39.77
2024-03-31 $233k 6.1k 37.92
2023-12-31 $255k 7.6k 33.67