Superior Planning, LLC’s Bank of America BAC Stock Holding History

Superior Planning, LLC’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$239K	Buy	+4,382	New	+$267K	0.1%	145

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's BAC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bank of America (BAC) in Q3 2026: 4,382 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #145 among its holdings.

2,719 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Superior Planning, LLC held 4,382 shares of Bank of America worth $239K as of Q3 2026.
Bank of America was a new Superior Planning, LLC position in Q3 2026.
Bank of America made up 0.1% of Superior Planning, LLC's portfolio in Q3 2026, its #145 holding.
2,719 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.