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Center for Financial Planning’s Bank of America BAC Stock Holding History

Center for 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 		$240K Sell
4,217
-420
-9% -$22.3K 0.02% 162
2026
Q1 		$226K Hold
4,637
– – 0.02% 161
2025
Q4 		$255K Sell
4,637
-302
-6% -$16K 0.03% 153
2025
Q3 		$255K Hold
4,939
– – 0.03% 152
2025
Q2 		$234K Buy
4,939
+100
+2% +$4.21K 0.03% 152
2025
Q1 		$202K Sell
4,839
-177
-4% -$7.89K 0.03% 154
2024
Q4 		$220K Sell
5,016
-235
-4% -$10.3K 0.03% 147
2024
Q3 		$208K Buy
5,251
+330
+7% +$13.2K 0.03% 150
2024
Q2 		$196K Hold
4,921
– – 0.03% 148
2024
Q1 		$187K Buy
4,921
+474
+11% +$16.3K 0.03% 154
2023
Q4 		$150K Hold
4,447
– – 0.03% 152
2023
Q3 		$122K Buy
4,447
+1,110
+33% +$32.8K 0.03% 154
2023
Q2 		$95.7K Hold
3,337
– – 0.02% 174
2023
Q1 		$95.4K Buy
3,337
+1,377
+70% +$45.5K 0.02% 170
2022
Q4 		$64.9K Hold
1,960
– – 0.02% 196
2022
Q3 		$59K Hold
1,960
– – 0.02% 197
2022
Q2 		$61K Sell
1,960
-10
-0.5% -$360 0.02% 204
2022
Q1 		$81K Buy
1,970
+300
+18% +$13.5K 0.02% 187
2021
Q4 		$74K Buy
1,670
+30
+2% +$1.37K 0.02% 194
2021
Q3 		$70K Hold
1,640
– – 0.02% 186
2021
Q2 		$68K Buy
1,640
+500
+44% +$20.5K 0.02% 192
2021
Q1 		$44K Hold
1,140
– – 0.01% 218
2020
Q4 		$35K Sell
1,140
-480
-30% -$12.9K 0.01% 235
2020
Q3 		$39K Buy
1,620
+480
+42% +$12K 0.01% 205
2020
Q2 		$27K Sell
1,140
-221
-16% -$5.22K 0.01% 228
2020
Q1 		$29K Buy
1,361
+750
+123% +$22.5K 0.01% 218
2019
Q4 		$22K Buy
+611
New +$19.7K 0.01% 252

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's BAC Position: Q2 2026 in Review

Center for Financial Planning reduced its Bank of America (BAC) stake by 9.1% in Q2 2026, selling an estimated $22.3K and leaving 4,217 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #162.

Center for Financial Planning first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $255K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Center for Financial Planning held 4,217 shares of Bank of America worth $240K as of Q2 2026.
  • Center for Financial Planning sold 420 Bank of America shares in Q2 2026, an estimated $22.3K.
  • Bank of America made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #162 holding.
  • Center for Financial Planning first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Bank of America position peaked at $255K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.