Bank of America Corporation shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 60k | 51.59 |
| 2025-06-30 | $2.8M | 60k | 47.32 |
| 2025-03-31 | $1.7M | 41k | 41.73 |
| 2024-12-31 | $1.7M | 39k | 43.95 |
| 2024-09-30 | $1.3M | 32k | 39.68 |
| 2024-06-30 | $1.3M | 32k | 39.77 |
| 2024-03-31 | $1.2M | 32k | 37.92 |
| 2023-12-31 | $1.1M | 32k | 33.67 |
| 2023-09-30 | $858k | 31k | 27.38 |
| 2023-06-30 | $824k | 29k | 28.69 |
| 2023-03-31 | $790k | 28k | 28.60 |
| 2022-12-31 | $914k | 28k | 33.12 |
| 2022-09-30 | $804k | 27k | 30.19 |
| 2022-06-30 | $799k | 26k | 31.13 |
| 2022-03-31 | $955k | 23k | 41.22 |
| 2021-12-31 | $896k | 20k | 44.44 |
| 2021-09-30 | $903k | 21k | 42.45 |
| 2021-06-30 | $826k | 20k | 41.22 |
| 2021-03-31 | $658k | 17k | 38.67 |
| 2020-12-31 | $514k | 17k | 30.26 |
| 2020-09-30 | $527k | 22k | 23.75 |
| 2020-06-30 | $527k | 22k | 23.75 |
| 2020-03-31 | $489k | 23k | 21.24 |
| 2019-12-31 | $2.5M | 72k | 35.23 |
| 2019-09-30 | $2.0M | 68k | 29.15 |
| 2019-06-30 | $1.6M | 55k | 29.01 |
| 2019-03-31 | $1.5M | 55k | 27.59 |
| 2018-12-31 | $1.4M | 56k | 24.63 |
| 2018-09-30 | $2.2M | 79k | 28.21 |
| 2018-06-30 | $2.2M | 79k | 28.27 |
| 2018-03-31 | $2.4M | 80k | 29.95 |
| 2017-12-31 | $2.4M | 82k | 29.52 |
| 2017-09-30 | $1.7M | 66k | 25.84 |
| 2017-06-30 | $1.7M | 67k | 24.87 |
| 2017-03-31 | $1.6M | 68k | 23.19 |
| 2016-12-31 | $1.5M | 66k | 22.52 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners