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Bank of America Corporation shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $18k 317 56.98
2026-03-31 $48k 977 48.75
2025-12-31 $2.7k 49 55.00
2025-06-30 $63k 1.3k 47.32
2025-03-31 $64k 118 538.94