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Consolidated Planning Corp’s Bank of America BAC Stock Holding History

Consolidated Planning Corp’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 		$360K Hold
7,381
– – 0.06% 110
2025
Q4 		$406K Sell
7,381
-2,820
-28% -$149K 0.04% 157
2025
Q3 		$526K Buy
10,201
+2,820
+38% +$138K 0.06% 143
2025
Q2 		$349K Sell
7,381
-162
-2% -$6.82K 0.04% 149
2025
Q1 		$315K Sell
7,543
-549
-7% -$24.5K 0.04% 150
2024
Q4 		$356K Buy
8,092
+226
+3% +$9.94K 0.05% 151
2024
Q3 		$312K Buy
7,866
+479
+6% +$19.2K 0.05% 158
2024
Q2 		$294K Hold
7,387
– – 0.05% 143
2024
Q1 		$280K Sell
7,387
-671
-8% -$23K 0.05% 146
2023
Q4 		$271K Buy
+8,058
New +$235K 0.05% 134
2023
Q3 		– Sell
-7,753
Closed -$222K – 158
2023
Q2 		$222K Sell
7,753
-128,029
-94% -$3.65M 0.05% 150
2023
Q1 		$3.88M Buy
135,782
+22,852
+20% +$754K 1.01% 34
2022
Q4 		$3.74M Buy
112,930
+5,127
+5% +$177K 1.04% 31
2022
Q3 		$3.26M Buy
107,803
+16,612
+18% +$555K 1.02% 32
2022
Q2 		$2.84M Buy
91,191
+86,258
+1,749% +$3.11M 0.89% 40
2022
Q1 		$203K Sell
4,933
-232
-4% -$10.5K 0.14% 61
2021
Q4 		$230K Hold
5,165
– – 0.15% 59
2021
Q3 		$219K Hold
5,165
– – 0.14% 54
2021
Q2 		$212K Buy
+5,165
New +$212K 0.16% 55
2020
Q1 		– Sell
-10,193
Closed -$359K – 41
2019
Q4 		$359K Buy
+10,193
New +$329K 0.35% 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

Consolidated Planning Corp's BAC Position: Q1 2026 in Review

Consolidated Planning Corp held its Bank of America (BAC) position steady in Q1 2026 at 7,381 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #110.

Consolidated Planning Corp first reported a position in BAC in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.88M in Q1 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Consolidated Planning Corp held 7,381 shares of Bank of America worth $360K as of Q1 2026.
  • Consolidated Planning Corp left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.06% of Consolidated Planning Corp's portfolio in Q1 2026, its #110 holding.
  • Consolidated Planning Corp first reported a position in Bank of America in Q4 2019 and has held it in 20 quarters since.
  • Consolidated Planning Corp's Bank of America position peaked at $3.88M in Q1 2023.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.