Shum Financial Group »

Bank of America Corporation shares owned by Shum Financial Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Shum Financial Group from 13F filings

Historical chart of Shum Financial Group investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Shum Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 4.3k 56.98

More positions owned by Shum Financial Group

Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str Sp Div (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
JPMorgan Chase & Co. (JPM)

View all positions for Shum Financial Group

Top funds holding Bank of America Corporation

BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Franklin Resources
Goldman Sachs Group
Northern Trust

View all funds holding Bank of America Corporation