Consolidated Planning Corp
BAC icon

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
Q3 		$573K Buy
10,523
+738
+8% +$45K 0.08% 107
2026
Q2 		$558K Buy
9,785
+2,404
+33% +$128K 0.08% 99
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% +$9.9K 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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Consolidated Planning Corp's BAC Position: Q3 2026 in Review

Consolidated Planning Corp increased its Bank of America (BAC) stake by 7.5% in Q3 2026, buying an estimated $45K and bringing the position to 10,523 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #107.

Consolidated Planning Corp first reported a position in BAC in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.88M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Consolidated Planning Corp held 10,523 shares of Bank of America worth $573K as of Q3 2026.
  • Consolidated Planning Corp bought 738 Bank of America shares in Q3 2026, an estimated $45K.
  • Bank of America made up 0.08% of Consolidated Planning Corp's portfolio in Q3 2026, its #107 holding.
  • Consolidated Planning Corp first reported a position in Bank of America in Q4 2019 and has held it in 22 quarters since.
  • Consolidated Planning Corp's Bank of America position peaked at $3.88M in Q1 2023.
  • 1,103 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.