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Bank of America Corporation shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 21k 51.59
2025-06-30 $729k 15k 47.32
2025-03-31 $475k 11k 41.73
2024-12-31 $204k 4.6k 43.95

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View all positions for Whelan Financial

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