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

Asset Planning Services 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
Q1 		$6.1M Buy
125,075
+2,100
+2% +$108K 2.67% 19
2025
Q4 		$6.76M Sell
122,975
-8,915
-7% -$471K 2.99% 13
2025
Q3 		$6.8M Buy
131,890
+4,225
+3% +$206K 2.87% 17
2025
Q2 		$6.04M Sell
127,665
-700
-0.5% -$29.4K 2.78% 16
2025
Q1 		$5.36M Sell
128,365
-960
-0.7% -$42.8K 2.72% 20
2024
Q4 		$5.68M Sell
129,325
-135
-0.1% -$5.94K 2.77% 18
2024
Q3 		$5.14M Sell
129,460
-2,290
-2% -$91.8K 2.54% 21
2024
Q2 		$5.24M Sell
131,750
-575
-0.4% -$22K 2.76% 16
2024
Q1 		$5.02M Buy
132,325
+2,201
+2% +$75.6K 2.8% 19
2023
Q4 		$4.38M Sell
130,124
-1,300
-1% -$37.9K 2.66% 22
2023
Q3 		$3.6M Buy
131,424
+6,875
+6% +$203K 2.36% 24
2023
Q2 		$3.57M Buy
124,549
+725
+0.6% +$20.7K 2.2% 25
2023
Q1 		$3.54M Buy
123,824
+3,850
+3% +$127K 2.24% 26
2022
Q4 		$3.97M Buy
119,974
+625
+0.5% +$21.5K 2.52% 21
2022
Q3 		$3.6M Buy
119,349
+550
+0.5% +$18.4K 2.53% 25
2022
Q2 		$3.7M Buy
118,799
+6,450
+6% +$232K 2.42% 25
2022
Q1 		$4.63M Buy
112,349
+22,600
+25% +$1.02M 2.65% 24
2021
Q4 		$3.99M Buy
+89,749
New +$4.09M 2.15% 26

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Services Inc's BAC Position: Q1 2026 in Review

Asset Planning Services Inc increased its Bank of America (BAC) stake by 1.7% in Q1 2026, buying an estimated $108K and bringing the position to 125,075 shares worth $6.1M. The position accounts for 2.67% of the portfolio, ranked #19.

Asset Planning Services Inc first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.8M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Asset Planning Services Inc held 125,075 shares of Bank of America worth $6.1M as of Q1 2026.
  • Asset Planning Services Inc bought 2,100 Bank of America shares in Q1 2026, an estimated $108K.
  • Bank of America made up 2.67% of Asset Planning Services Inc's portfolio in Q1 2026, its #19 holding.
  • Asset Planning Services Inc first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Asset Planning Services Inc's Bank of America position peaked at $6.8M in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.