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Capital & Planning LLC’s Bank of America BAC Stock Holding History

Capital & 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
Q1 		$24K Buy
+493
New +$25.4K 0.01% 71
2025
Q1 		– Sell
-51
Closed -$2.25K – 45
2024
Q4 		$2.25K Buy
+51
New +$2.24K ﹤0.01% 153

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's BAC Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Bank of America (BAC) in Q1 2026: 493 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #71 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in BAC as recently as Q4 2024.

Capital & Planning LLC first reported a position in BAC in Q4 2024 and has held it in 2 quarters since. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Capital & Planning LLC held 493 shares of Bank of America worth $24K as of Q1 2026.
  • Bank of America was a new Capital & Planning LLC position in Q1 2026.
  • Bank of America made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #71 holding.
  • Capital & Planning LLC first reported a position in Bank of America in Q4 2024 and has held it in 2 quarters since.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.