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Bank of America Corporation shares owned by Tobias Financial Advisors

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

Historical chart of Tobias 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 Tobias 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 4.1k 51.59
2019-12-31 $22k 650 33.85

More positions owned by Tobias Financial Advisors

Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Residential Mult (REZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial 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