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Bank of America Corporation shares owned by Von Berge Wealth Management Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Von Berge Wealth Management Group from 13F filings

Historical chart of Von Berge Wealth Management Group investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Von Berge Wealth Management 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 Von Berge Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 5.0k 45.41
2024-06-30 $205k 5.1k 40.01
2022-03-31 $238k 6.3k 37.56
2021-12-31 $288k 6.2k 46.17

More positions owned by Von Berge Wealth Management Group

Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Von Berge Wealth Management Group

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation