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Asset Planning Corporation’s Bank of America BAC Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$289K Buy
+5,600
New +$273K 0.14% 40
2021
Q1 		– Sell
-4,118
Closed -$125K – 36
2020
Q4 		$125K Buy
+4,118
New +$110K 0.12% 36

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Corporation's BAC Position: Q3 2025 in Review

Asset Planning Corporation opened a new position in Bank of America (BAC) in Q3 2025: 5,600 shares worth $289K. The stake represents 0.14% of the portfolio and ranks #40 among its holdings. This is a return to the name: Asset Planning Corporation previously reported a position in BAC as recently as Q4 2020.

Asset Planning Corporation first reported a position in BAC in Q4 2020 and has held it in 2 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Asset Planning Corporation held 5,600 shares of Bank of America worth $289K as of Q3 2025.
  • Bank of America was a new Asset Planning Corporation position in Q3 2025.
  • Bank of America made up 0.14% of Asset Planning Corporation's portfolio in Q3 2025, its #40 holding.
  • Asset Planning Corporation first reported a position in Bank of America in Q4 2020 and has held it in 2 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.