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Bank of America Corporation shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Bank of America Corporation

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

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Quarterly reported holdings in Bank of America Corporation by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 30k 51.59
2025-06-30 $1.2M 25k 47.32
2025-03-31 $774k 19k 41.73
2024-12-31 $796k 18k 43.95
2024-09-30 $781k 20k 39.68
2024-06-30 $400k 10k 39.77
2024-03-31 $412k 11k 37.92