CPG
BAC icon

Cornerstone Planning Group’s Bank of America BAC Stock Holding History

Cornerstone Planning Group’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 		$194K Sell
3,143
-49
-2% -$2.61K 0.02% 174
2026
Q1 		$170K Buy
3,192
+301
+10% +$15.5K 0.02% 181
2025
Q4 		$150K Sell
2,891
-798
-22% -$42.2K 0.02% 168
2025
Q3 		$196K Buy
3,689
+869
+31% +$42.4K 0.03% 138
2025
Q2 		$129K Buy
2,820
+15
+0.5% +$631 0.03% 117
2025
Q1 		$109K Buy
2,805
+1,004
+56% +$44.7K 0.03% 133
2024
Q4 		$84.8K Buy
1,801
+102
+6% +$4.49K 0.02% 124
2024
Q3 		$72.3K Sell
1,699
-2,070
-55% -$83K 0.02% 145
2024
Q2 		$138K Buy
3,769
+2,964
+368% +$114K 0.04% 111
2024
Q1 		$30K Sell
805
-49
-6% -$1.68K 0.01% 237
2023
Q4 		$28.8K Sell
854
-76
-8% -$2.21K 0.01% 269
2023
Q3 		$25.5K Sell
930
-483
-34% -$14.3K 0.01% 276
2023
Q2 		$40.5K Buy
+1,413
New +$40.3K 0.02% 277
2022
Q4 		$69.1K Buy
+2,079
New +$71.6K 0.03% 215

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's BAC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $2.61K and leaving 3,143 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #174.

Cornerstone Planning Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $196K in Q3 2025. 2,358 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cornerstone Planning Group held 3,143 shares of Bank of America worth $194K as of Q2 2026.
  • Cornerstone Planning Group sold 49 Bank of America shares in Q2 2026, an estimated $2.61K.
  • Bank of America made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #174 holding.
  • Cornerstone Planning Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Bank of America position peaked at $196K in Q3 2025.
  • 2,358 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.