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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-700,000
| Closed | -$307K | – | 2922 |
|
|
2023
Q2 | $307K | Sell |
700,000
-200
| -0% | -$5.71K | ﹤0.01% | 1901 |
|
|
2023
Q1 | $753K | Buy |
700,200
+649,200
| +1,273% | +$21.4M | ﹤0.01% | 1228 |
|
|
2022
Q4 | $2.27K | Hold |
51,000
| – | – | ﹤0.01% | 2428 |
|
|
2022
Q3 | $2K | Sell |
51,000
-40,000
| -44% | -$1.34M | ﹤0.01% | 2283 |
|
|
2022
Q2 | $1K | Buy |
91,000
+90,000
| +9,000% | +$3.24M | ﹤0.01% | 2263 |
|
|
2022
Q1 | $3K | Buy |
+1,000
| New | +$45.1K | ﹤0.01% | 2273 |
|
|
2021
Q2 | – | Sell |
-110,800
| Closed | -$341K | – | 2113 |
|
|
2021
Q1 | $341K | Sell |
110,800
-239,700
| -68% | -$8.27M | ﹤0.01% | 1707 |
|
|
2020
Q4 | $129K | Buy |
350,500
+57,800
| +20% | +$1.55M | ﹤0.01% | 1988 |
|
|
2020
Q3 | $47K | Sell |
292,700
-277,300
| -49% | -$6.9M | ﹤0.01% | 1906 |
|
|
2020
Q2 | $788K | Buy |
570,000
+300,000
| +111% | +$7.09M | ﹤0.01% | 835 |
|
|
2020
Q1 | $89K | Buy |
270,000
+59,000
| +28% | +$1.77M | ﹤0.01% | 1553 |
|
|
2019
Q4 | $441K | Sell |
211,000
-22,400
| -10% | -$724K | ﹤0.01% | 1176 |
|
|
2019
Q3 | $100K | Buy |
233,400
+98,400
| +73% | +$2.83M | ﹤0.01% | 1717 |
|
|
2019
Q2 | $96K | Buy |
135,000
+10,000
| +8% | +$288K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $81K | Sell |
125,000
-76,000
| -38% | -$2.15M | ﹤0.01% | 1730 |
|
|
2018
Q4 | $66K | Buy |
201,000
+36,000
| +22% | +$977K | ﹤0.01% | 1681 |
|
|
2018
Q3 | $310K | Buy |
165,000
+14,800
| +10% | +$451K | ﹤0.01% | 1375 |
|
|
2018
Q2 | $281K | Buy |
150,200
+19,700
| +15% | +$588K | ﹤0.01% | 1413 |
|
|
2018
Q1 | $496K | Buy |
130,500
+500
| +0.4% | +$15.7K | ﹤0.01% | 1092 |
|
|
2017
Q4 | $469K | Sell |
130,000
-40,000
| -24% | -$1.1M | ﹤0.01% | 1113 |
|
|
2017
Q3 | $354K | Buy |
170,000
+17,400
| +11% | +$422K | ﹤0.01% | 1234 |
|
|
2017
Q2 | $369K | Buy |
152,600
+16,000
| +12% | +$373K | ﹤0.01% | 1174 |
|
|
2017
Q1 | $364K | Buy |
136,600
+24,100
| +21% | +$572K | ﹤0.01% | 1151 |
|
|
2016
Q4 | $450K | Sell |
112,500
-184,000
| -62% | -$3.54M | ﹤0.01% | 973 |
|
|
2016
Q3 | $142K | Buy |
296,500
+121,500
| +69% | +$1.81M | ﹤0.01% | 1611 |
|
|
2016
Q2 | $25K | Buy |
175,000
+30,000
| +21% | +$421K | ﹤0.01% | 2632 |
|
|
2016
Q1 | $11K | Sell |
145,000
-199,500
| -58% | -$2.69M | ﹤0.01% | 3149 |
|
|
2015
Q4 | $284K | Buy |
344,500
+65,700
| +24% | +$1.11M | ﹤0.01% | 1019 |
|
|
2015
Q3 | $150K | Buy |
278,800
+157,300
| +129% | +$2.65M | ﹤0.01% | 1345 |
|
|
2015
Q2 | $184K | Buy |
121,500
+58,300
| +92% | +$961K | ﹤0.01% | 890 |
|
|
2015
Q1 | $17K | Sell |
63,200
-101,500
| -62% | -$1.63M | ﹤0.01% | 2829 |
|
|
2014
Q4 | $204K | Buy |
164,700
+1,700
| +1% | +$29.1K | ﹤0.01% | 1125 |
|
|
2014
Q3 | $156K | Buy |
163,000
+55,000
| +51% | +$876K | ﹤0.01% | 1202 |
|
|
2014
Q2 | $44K | Buy |
108,000
+1,200
| +1% | +$18.6K | ﹤0.01% | 1944 |
|
|
2014
Q1 | $150K | Buy |
+106,800
| New | +$1.8M | ﹤0.01% | 1149 |
|
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.