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Bank of America Corporation shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 263k 37.92
2023-12-31 $8.6M 255k 33.67
2023-09-30 $7.9M 290k 27.38
2023-06-30 $9.8M 343k 28.69
2023-03-31 $13M 436k 28.60
2022-12-31 $16M 473k 33.12
2022-09-30 $15M 482k 30.20
2022-06-30 $18M 585k 31.13
2022-03-31 $23M 551k 41.22
2021-12-31 $25M 550k 44.49
2021-09-30 $23M 535k 42.45
2021-06-30 $25M 610k 41.23
2021-03-31 $24M 609k 38.69
2020-12-31 $19M 612k 30.31
2020-09-30 $15M 634k 24.09
2020-06-30 $17M 699k 23.75
2020-03-31 $15M 714k 21.23
2019-12-31 $30M 836k 35.22
2019-09-30 $21M 724k 29.17
2019-06-30 $24M 836k 29.00
2019-03-31 $21M 772k 27.59
2018-12-31 $18M 718k 24.64
2018-09-30 $19M 631k 29.46
2018-06-30 $18M 620k 28.19
2018-03-31 $19M 624k 29.99
2017-12-31 $19M 628k 29.80
2017-09-30 $15M 581k 25.34
2017-06-30 $13M 544k 24.26
2017-03-31 $13M 537k 23.59
2016-12-31 $12M 541k 22.10
2016-09-30 $9.4M 602k 15.65
2016-06-30 $7.1M 548k 13.00
2016-03-31 $7.3M 539k 13.52
2015-12-31 $8.9M 528k 16.83
2015-09-30 $13M 848k 15.58
2015-06-30 $14M 834k 17.02
2015-03-31 $11M 677k 15.93
2014-12-31 $10M 570k 17.89
2014-09-30 $9.2M 539k 17.05
2014-06-30 $8.3M 539k 15.37
2014-03-31 $9.1M 529k 17.20
2013-12-31 $2.4M 156k 15.57
2013-09-30 $3.7M 270k 13.80
2013-06-30 $3.8M 292k 12.86
2013-03-31 $3.2M 267k 12.18
2012-12-31 $2.1M 180k 11.61
2012-09-30 $1.7M 191k 8.83
2012-06-30 $1.7M 211k 8.18
2011-12-31 $1.2M 209k 5.56
2011-09-30 $1.3M 207k 6.12
2011-03-31 $1.8M 134k 13.33
2010-12-31 $555k 42k 13.34

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Citadel Advisors
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation