Creative Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $179M | Sell |
3,662,719
-36,354
| -1% | -$1.88M | 0.12% | 80 |
|
|
2025
Q4 | $203M | Buy |
3,699,073
+163,546
| +5% | +$8.65M | 0.15% | 71 |
|
|
2025
Q3 | $182M | Buy |
3,535,527
+481,649
| +16% | +$23.5M | 0.14% | 71 |
|
|
2025
Q2 | $145M | Buy |
3,053,878
+65,957
| +2% | +$2.77M | 0.12% | 77 |
|
|
2025
Q1 | $125M | Buy |
2,987,921
+303,996
| +11% | +$13.5M | 0.12% | 81 |
|
|
2024
Q4 | $118M | Buy |
2,683,925
+17,317
| +0.6% | +$762K | 0.11% | 83 |
|
|
2024
Q3 | $106M | Buy |
2,666,608
+15,643
| +0.6% | +$627K | 0.1% | 88 |
|
|
2024
Q2 | $105M | Buy |
2,650,965
+155,899
| +6% | +$5.97M | 0.11% | 84 |
|
|
2024
Q1 | $94.6M | Buy |
2,495,066
+76,824
| +3% | +$2.64M | 0.1% | 89 |
|
|
2023
Q4 | $81.4M | Sell |
2,418,242
-425,304
| -15% | -$12.4M | 0.15% | 89 |
|
|
2023
Q3 | $77.9M | Buy |
2,843,546
+393,359
| +16% | +$11.6M | 0.1% | 95 |
|
|
2023
Q2 | $70.3M | Buy |
2,450,187
+12,519
| +0.5% | +$357K | 0.09% | 95 |
|
|
2023
Q1 | $69.7M | Buy |
2,437,668
+76,949
| +3% | +$2.54M | 0.1% | 91 |
|
|
2022
Q4 | $78.2M | Buy |
2,360,719
+197,904
| +9% | +$6.82M | 0.12% | 85 |
|
|
2022
Q3 | $65.3M | Sell |
2,162,815
-101,402
| -4% | -$3.39M | 0.11% | 81 |
|
|
2022
Q2 | $70.5M | Buy |
2,264,217
+282,040
| +14% | +$10.2M | 0.12% | 81 |
|
|
2022
Q1 | $81.7M | Buy |
1,982,177
+685,886
| +53% | +$30.9M | 0.13% | 72 |
|
|
2021
Q4 | $57.7M | Buy |
1,296,291
+73,847
| +6% | +$3.36M | 0.09% | 85 |
|
|
2021
Q3 | $51.9M | Buy |
1,222,444
+26,743
| +2% | +$1.08M | 0.09% | 89 |
|
|
2021
Q2 | $49.3M | Sell |
1,195,701
-305,586
| -20% | -$12.5M | 0.09% | 90 |
|
|
2021
Q1 | $58.1M | Sell |
1,501,287
-56,629
| -4% | -$1.95M | 0.12% | 74 |
|
|
2020
Q4 | $47.2M | Buy |
1,557,916
+245,694
| +19% | +$6.59M | 0.1% | 85 |
|
|
2020
Q3 | $31.6M | Sell |
1,312,222
-44,876
| -3% | -$1.12M | 0.08% | 95 |
|
|
2020
Q2 | $32.2M | Sell |
1,357,098
-127,800
| -9% | -$3.02M | 0.09% | 88 |
|
|
2020
Q1 | $31.5M | Sell |
1,484,898
-122,806
| -8% | -$3.68M | 0.11% | 73 |
|
|
2019
Q4 | $56.6M | Sell |
1,607,704
-57,908
| -3% | -$1.87M | 0.17% | 59 |
|
|
2019
Q3 | $48.6M | Sell |
1,665,612
-11,307
| -0.7% | -$325K | 0.16% | 61 |
|
|
2019
Q2 | $48.6M | Buy |
1,676,919
+105,068
| +7% | +$3.03M | 0.16% | 59 |
|
|
2019
Q1 | $43.4M | Sell |
1,571,851
-77,930
| -5% | -$2.2M | 0.16% | 61 |
|
|
2018
Q4 | $40.7M | Buy |
1,649,781
+27,264
| +2% | +$740K | 0.17% | 56 |
|
|
2018
Q3 | $47.8M | Sell |
1,622,517
-19,249
| -1% | -$586K | 0.18% | 56 |
|
|
2018
Q2 | $46.3M | Sell |
1,641,766
-24,079
| -1% | -$718K | 0.18% | 56 |
|
|
2018
Q1 | $50M | Buy |
1,665,845
+130,171
| +8% | +$4.09M | 0.2% | 48 |
|
|
2017
Q4 | $45.3M | Sell |
1,535,674
-56,930
| -4% | -$1.57M | 0.2% | 50 |
|
|
2017
Q3 | $40.4M | Sell |
1,592,604
-39,787
| -2% | -$966K | 0.19% | 53 |
|
|
2017
Q2 | $39.6M | Buy |
1,632,391
+149,879
| +10% | +$3.49M | 0.2% | 49 |
|
|
2017
Q1 | $35M | Buy |
1,482,512
+109,243
| +8% | +$2.59M | 0.19% | 55 |
|
|
2016
Q4 | $30.3M | Buy |
1,373,269
+63,369
| +5% | +$1.22M | 0.18% | 57 |
|
|
2016
Q3 | $20.5M | Buy |
1,309,900
+8,915
| +0.7% | +$133K | 0.13% | 81 |
|
|
2016
Q2 | $17.3M | Buy |
1,300,985
+16,974
| +1% | +$238K | 0.13% | 76 |
|
|
2016
Q1 | $17.4M | Buy |
1,284,011
+83,571
| +7% | +$1.13M | 0.14% | 73 |
|
|
2015
Q4 | $20.2M | Buy |
1,200,440
+51,722
| +5% | +$875K | 0.17% | 67 |
|
|
2015
Q3 | $17.9M | Buy |
1,148,718
+209,607
| +22% | +$3.53M | 0.16% | 69 |
|
|
2015
Q2 | $16M | Buy |
939,111
+125,697
| +15% | +$2.07M | 0.15% | 71 |
|
|
2015
Q1 | $12.5M | Sell |
813,414
-23,113
| -3% | -$371K | 0.12% | 79 |
|
|
2014
Q4 | $15M | Buy |
836,527
+16,206
| +2% | +$277K | 0.16% | 67 |
|
|
2014
Q3 | $14M | Buy |
820,321
+23,035
| +3% | +$367K | 0.16% | 67 |
|
|
2014
Q2 | $12.3M | Buy |
797,286
+219,549
| +38% | +$3.41M | 0.16% | 67 |
|
|
2014
Q1 | $9.94M | Buy |
577,737
+79,898
| +16% | +$1.34M | 0.15% | 70 |
|
|
2013
Q4 | $7.75M | Buy |
497,839
+48,247
| +11% | +$716K | 0.13% | 79 |
|
|
2013
Q3 | $6.2M | Buy |
449,592
+48,067
| +12% | +$686K | 0.12% | 74 |
|
|
2013
Q2 | $5.16M | Buy |
+401,525
| New | +$5.12M | 0.12% | 77 |
|
Other funds holding BAC
VCM
VPM
Creative Planning's BAC Position: Q1 2026 in Review
Creative Planning reduced its Bank of America (BAC) stake by 0.98% in Q1 2026, selling an estimated $1.88M and leaving 3,662,719 shares worth $179M. The position accounts for 0.12% of the portfolio, ranked #80.
Creative Planning first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $203M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Creative Planning held 3,662,719 shares of Bank of America worth $179M as of Q1 2026.
- Creative Planning sold 36,354 Bank of America shares in Q1 2026, an estimated $1.88M.
- Bank of America made up 0.12% of Creative Planning's portfolio in Q1 2026, its #80 holding.
- Creative Planning first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Bank of America position peaked at $203M in Q4 2025.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.