CP
BAC icon

Cornerstone Planning’s Bank of America BAC Stock Holding History

Cornerstone 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 		$1.03M Sell
18,018
-51,552
-74% -$2.74M 0.24% 92
2026
Q1 		$3.39M Sell
69,570
-7,878
-10% -$407K 0.77% 42
2025
Q4 		$4.25M Buy
+77,448
New +$4.09M 0.99% 33
2024
Q4 		$2.19M Buy
+49,810
New +$2.19M 0.84% 31

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning's BAC Position: Q2 2026 in Review

Cornerstone Planning reduced its Bank of America (BAC) stake by 74% in Q2 2026, selling an estimated $2.74M and leaving 18,018 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #92.

Cornerstone Planning first reported a position in BAC in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.25M in Q4 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cornerstone Planning held 18,018 shares of Bank of America worth $1.03M as of Q2 2026.
  • Cornerstone Planning sold 51,552 Bank of America shares in Q2 2026, an estimated $2.74M.
  • Bank of America made up 0.24% of Cornerstone Planning's portfolio in Q2 2026, its #92 holding.
  • Cornerstone Planning first reported a position in Bank of America in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Bank of America position peaked at $4.25M in Q4 2025.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.