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

Asset Planning Inc’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	$310K	Buy	5,432 +20	+0.4%	+$1.06K	0.2%	69
2026 Q1	$264K	Buy	5,412 +328	+6%	+$16.9K	0.19%	68
2025 Q4	$280K	Buy	5,084 +20	+0.4%	+$1.06K	0.2%	70
2025 Q3	$261K	Buy	5,064 +21	+0.4%	+$1.02K	0.19%	75
2025 Q2	$239K	Buy	5,043 +22	+0.4%	+$926	0.18%	75
2025 Q1	$210K	Buy	5,021 +25	+0.5%	+$1.11K	0.16%	79
2024 Q4	$220K	Buy	+4,996	New	+$220K	0.17%	74

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

Asset Planning Inc's BAC Position: Q2 2026 in Review

Asset Planning Inc increased its Bank of America (BAC) stake by 0.37% in Q2 2026, buying an estimated $1.06K and bringing the position to 5,432 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #69.

Asset Planning Inc first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Asset Planning Inc held 5,432 shares of Bank of America worth $310K as of Q2 2026.
Asset Planning Inc bought 20 Bank of America shares in Q2 2026, an estimated $1.06K.
Bank of America made up 0.2% of Asset Planning Inc's portfolio in Q2 2026, its #69 holding.
Asset Planning Inc first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.