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
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |