Bank of America Corporation shares owned by ValMark Advisers
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 20k | 51.59 |
| 2025-06-30 | $902k | 19k | 47.32 |
| 2025-03-31 | $814k | 20k | 41.73 |
| 2024-12-31 | $872k | 20k | 43.95 |
| 2024-09-30 | $930k | 23k | 39.68 |
| 2024-06-30 | $1.0M | 25k | 39.77 |
| 2024-03-31 | $855k | 23k | 37.92 |
| 2023-12-31 | $739k | 22k | 33.67 |
| 2023-09-30 | $599k | 22k | 27.38 |
| 2023-06-30 | $652k | 23k | 28.69 |
| 2023-03-31 | $600k | 21k | 28.60 |
| 2022-12-31 | $698k | 21k | 33.12 |
| 2022-09-30 | $644k | 21k | 30.21 |
| 2022-06-30 | $646k | 21k | 31.13 |
| 2022-03-31 | $459k | 11k | 41.21 |
| 2021-12-31 | $436k | 9.8k | 44.48 |
| 2021-09-30 | $360k | 8.5k | 42.41 |
| 2021-06-30 | $315k | 7.6k | 41.25 |
| 2021-03-31 | $294k | 7.6k | 38.68 |
| 2019-09-30 | $230k | 7.9k | 29.21 |
| 2019-06-30 | $233k | 8.0k | 29.03 |
| 2019-03-31 | $221k | 8.0k | 27.54 |
| 2018-09-30 | $236k | 8.0k | 29.49 |
| 2018-06-30 | $226k | 8.0k | 28.24 |
| 2018-03-31 | $226k | 7.6k | 29.93 |
| 2017-12-31 | $220k | 7.5k | 29.52 |