Bank of America Corporation shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $715k | 14k | 51.59 |
| 2025-06-30 | $640k | 14k | 47.32 |
| 2024-12-31 | $778k | 17k | 46.33 |
| 2024-09-30 | $661k | 17k | 39.68 |
| 2024-06-30 | $703k | 18k | 39.77 |
| 2024-03-31 | $657k | 17k | 37.92 |
| 2023-12-31 | $398k | 12k | 33.67 |
| 2023-09-30 | $379k | 14k | 27.38 |
| 2023-06-30 | $334k | 12k | 28.69 |
| 2023-03-31 | $232k | 8.1k | 28.60 |
| 2022-03-31 | $365k | 8.9k | 41.24 |
| 2019-09-30 | $7 | 250 | 0.03 |
| 2019-06-30 | $7.0k | 250 | 28.00 |
| 2019-03-31 | $7.0k | 250 | 28.00 |
| 2018-12-31 | $8.0k | 302 | 26.49 |
| 2018-09-30 | $8.0k | 270 | 29.63 |
| 2018-06-30 | $8.0k | 270 | 29.63 |
| 2018-03-31 | $4.0k | 144 | 27.78 |
| 2017-12-31 | $1.0k | 20 | 50.00 |