Action Point Financial Planning’s Bank of America BAC Stock Holding History

Action Point Financial Planning’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 Q2	$357K	Buy	+6,270	New	+$333K	0.04%	324

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's BAC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bank of America (BAC) in Q2 2026: 6,270 shares worth $357K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings.

3,594 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Action Point Financial Planning held 6,270 shares of Bank of America worth $357K as of Q2 2026.
Bank of America was a new Action Point Financial Planning position in Q2 2026.
Bank of America made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #324 holding.
3,594 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.