de Creative Planning Bank of America BAC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 220 M | Comprar |
3,866,843
+204,124
| +6% | +USD 10.9 M | 0.13% | 80 |
|
|
2026
Q1 | USD 179 M | Vender |
3,662,719
-36,354
| -1% | -USD 1.88 M | 0.12% | 80 |
|
|
2025
Q4 | USD 203 M | Comprar |
3,699,073
+163,546
| +5% | +USD 8.65 M | 0.15% | 71 |
|
|
2025
Q3 | USD 182 M | Comprar |
3,535,527
+481,649
| +16% | +USD 23.5 M | 0.14% | 71 |
|
|
2025
Q2 | USD 145 M | Comprar |
3,053,878
+65,957
| +2% | +USD 2.77 M | 0.12% | 77 |
|
|
2025
Q1 | USD 125 M | Comprar |
2,987,921
+303,996
| +11% | +USD 13.5 M | 0.12% | 81 |
|
|
2024
Q4 | USD 118 M | Comprar |
2,683,925
+17,317
| +0.6% | +USD 762 k | 0.11% | 83 |
|
|
2024
Q3 | USD 106 M | Comprar |
2,666,608
+15,643
| +0.6% | +USD 627 k | 0.1% | 88 |
|
|
2024
Q2 | USD 105 M | Comprar |
2,650,965
+155,899
| +6% | +USD 5.97 M | 0.11% | 84 |
|
|
2024
Q1 | USD 94.6 M | Comprar |
2,495,066
+76,824
| +3% | +USD 2.64 M | 0.1% | 89 |
|
|
2023
Q4 | USD 81.4 M | Vender |
2,418,242
-425,304
| -15% | -USD 12.4 M | 0.15% | 89 |
|
|
2023
Q3 | USD 77.9 M | Comprar |
2,843,546
+393,359
| +16% | +USD 11.6 M | 0.1% | 95 |
|
|
2023
Q2 | USD 70.3 M | Comprar |
2,450,187
+12,519
| +0.5% | +USD 357 k | 0.09% | 95 |
|
|
2023
Q1 | USD 69.7 M | Comprar |
2,437,668
+76,949
| +3% | +USD 2.54 M | 0.1% | 91 |
|
|
2022
Q4 | USD 78.2 M | Comprar |
2,360,719
+197,904
| +9% | +USD 6.82 M | 0.12% | 85 |
|
|
2022
Q3 | USD 65.3 M | Vender |
2,162,815
-101,402
| -4% | -USD 3.39 M | 0.11% | 81 |
|
|
2022
Q2 | USD 70.5 M | Comprar |
2,264,217
+282,040
| +14% | +USD 10.2 M | 0.12% | 81 |
|
|
2022
Q1 | USD 81.7 M | Comprar |
1,982,177
+685,886
| +53% | +USD 30.9 M | 0.13% | 72 |
|
|
2021
Q4 | USD 57.7 M | Comprar |
1,296,291
+73,847
| +6% | +USD 3.36 M | 0.09% | 85 |
|
|
2021
Q3 | USD 51.9 M | Comprar |
1,222,444
+26,743
| +2% | +USD 1.08 M | 0.09% | 89 |
|
|
2021
Q2 | USD 49.3 M | Vender |
1,195,701
-305,586
| -20% | -USD 12.5 M | 0.09% | 90 |
|
|
2021
Q1 | USD 58.1 M | Vender |
1,501,287
-56,629
| -4% | -USD 1.95 M | 0.12% | 74 |
|
|
2020
Q4 | USD 47.2 M | Comprar |
1,557,916
+245,694
| +19% | +USD 6.59 M | 0.1% | 85 |
|
|
2020
Q3 | USD 31.6 M | Vender |
1,312,222
-44,876
| -3% | -USD 1.12 M | 0.08% | 95 |
|
|
2020
Q2 | USD 32.2 M | Vender |
1,357,098
-127,800
| -9% | -USD 3.02 M | 0.09% | 88 |
|
|
2020
Q1 | USD 31.5 M | Vender |
1,484,898
-122,806
| -8% | -USD 3.68 M | 0.11% | 73 |
|
|
2019
Q4 | USD 56.6 M | Vender |
1,607,704
-57,908
| -3% | -USD 1.87 M | 0.17% | 59 |
|
|
2019
Q3 | USD 48.6 M | Vender |
1,665,612
-11,307
| -0.7% | -USD 325 k | 0.16% | 61 |
|
|
2019
Q2 | USD 48.6 M | Comprar |
1,676,919
+105,068
| +7% | +USD 3.03 M | 0.16% | 59 |
|
|
2019
Q1 | USD 43.4 M | Vender |
1,571,851
-77,930
| -5% | -USD 2.2 M | 0.16% | 61 |
|
|
2018
Q4 | USD 40.7 M | Comprar |
1,649,781
+27,264
| +2% | +USD 740 k | 0.17% | 56 |
|
|
2018
Q3 | USD 47.8 M | Vender |
1,622,517
-19,249
| -1% | -USD 586 k | 0.18% | 56 |
|
|
2018
Q2 | USD 46.3 M | Vender |
1,641,766
-24,079
| -1% | -USD 718 k | 0.18% | 56 |
|
|
2018
Q1 | USD 50 M | Comprar |
1,665,845
+130,171
| +8% | +USD 4.09 M | 0.2% | 48 |
|
|
2017
Q4 | USD 45.3 M | Vender |
1,535,674
-56,930
| -4% | -USD 1.57 M | 0.2% | 50 |
|
|
2017
Q3 | USD 40.4 M | Vender |
1,592,604
-39,787
| -2% | -USD 966 k | 0.19% | 53 |
|
|
2017
Q2 | USD 39.6 M | Comprar |
1,632,391
+149,879
| +10% | +USD 3.49 M | 0.2% | 49 |
|
|
2017
Q1 | USD 35 M | Comprar |
1,482,512
+109,243
| +8% | +USD 2.59 M | 0.19% | 55 |
|
|
2016
Q4 | USD 30.3 M | Comprar |
1,373,269
+63,369
| +5% | +USD 1.22 M | 0.18% | 57 |
|
|
2016
Q3 | USD 20.5 M | Comprar |
1,309,900
+8,915
| +0.7% | +USD 133 k | 0.13% | 81 |
|
|
2016
Q2 | USD 17.3 M | Comprar |
1,300,985
+16,974
| +1% | +USD 238 k | 0.13% | 76 |
|
|
2016
Q1 | USD 17.4 M | Comprar |
1,284,011
+83,571
| +7% | +USD 1.13 M | 0.14% | 73 |
|
|
2015
Q4 | USD 20.2 M | Comprar |
1,200,440
+51,722
| +5% | +USD 875 k | 0.17% | 67 |
|
|
2015
Q3 | USD 17.9 M | Comprar |
1,148,718
+209,607
| +22% | +USD 3.53 M | 0.16% | 69 |
|
|
2015
Q2 | USD 16 M | Comprar |
939,111
+125,697
| +15% | +USD 2.07 M | 0.15% | 71 |
|
|
2015
Q1 | USD 12.5 M | Vender |
813,414
-23,113
| -3% | -USD 371 k | 0.12% | 79 |
|
|
2014
Q4 | USD 15 M | Comprar |
836,527
+16,206
| +2% | +USD 277 k | 0.16% | 67 |
|
|
2014
Q3 | USD 14 M | Comprar |
820,321
+23,035
| +3% | +USD 367 k | 0.16% | 67 |
|
|
2014
Q2 | USD 12.3 M | Comprar |
797,286
+219,549
| +38% | +USD 3.41 M | 0.16% | 67 |
|
|
2014
Q1 | USD 9.9 M | Comprar |
577,737
+79,898
| +16% | +USD 1.34 M | 0.15% | 70 |
|
|
2013
Q4 | USD 7.75 M | Comprar |
497,839
+48,247
| +11% | +USD 716 k | 0.13% | 79 |
|
|
2013
Q3 | USD 6.2 M | Comprar |
449,592
+48,067
| +12% | +USD 686 k | 0.12% | 74 |
|
|
2013
Q2 | USD 5.16 M | Comprar |
+401,525
| Nuevas | +USD 5.12 M | 0.12% | 77 |
|
Otros fondos que tienen BAC en su cartera
Posición de Creative Planning en BAC: resumen de T2 2026
Creative Planning aumentó su participación en Bank of America (BAC) en 5.6% durante T2 2026, al comprar aproximadamente USD 10.9 M y elevar la posición a 3,866,843 acciones con un valor de USD 220 M. La posición representa 0.13% de la cartera y ocupa el puesto #80.
Creative Planning reportó por primera vez una posición en BAC en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 3,623 fondos que sigue Wall St. Rank mantienen una posición en BAC.
- Al cierre de T2 2026, Creative Planning tenía 3,866,843 acciones de Bank of America con un valor de USD 220 M.
- Creative Planning compró 204,124 acciones de Bank of America en T2 2026, por un monto estimado de USD 10.9 M.
- Bank of America representó 0.13% de la cartera de Creative Planning en T2 2026 y fue su posición número 80.
- Creative Planning reportó por primera vez una posición en Bank of America en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 3,623 fondos que sigue Wall St. Rank tenían Bank of America en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.