BANK OF AMERICA CORP /DE/
Holdings in WFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,809,134 | 176,880 | Shares | Defined | 2026-02-17 |
| 2025-06-30 | $25,072,994 | 342,060 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $41,679,549 | 541,715 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $27,264,891 | 315,019 | Shares | Defined | 2025-02-14 |
| 2024-06-30 | $3,268,049 | 42,514 | Shares | Defined | 2024-08-14 |
| 2023-12-31 | $33,993,143 | 397,209 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $13,186,174 | 181,778 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $32,156,947 | 374,005 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $12,653,146 | 177,613 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $12,290,598 | 170,018 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $9,001,588 | 124,177 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $18,541,263 | 241,643 | Shares | Defined | 2022-08-12 |
| 2022-03-31 | $17,043,719 | 206,766 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $62,623,672 | 656,708 | Shares | Defined | 2022-02-08 |
| 2021-09-30 | $50,535,641 | 599,972 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $58,442,926 | 815,331 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $53,979,644 | 749,301 | Shares | Defined | 2021-05-14 |