Creative Planning’s Bank of America BAC Stock Holding History

Creative 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
2023 Q2	–	Sell	-69,800	Closed	-$115K	–	2664
2023 Q1	$115K	Sell	69,800 -1,000	-1%	-$33K	﹤0.01%	2235
2022 Q4	$13.8K	Sell	70,800 -6,700	-9%	-$231K	﹤0.01%	2335
2022 Q3	$128K	Sell	77,500 -12,500	-14%	-$418K	﹤0.01%	1993
2022 Q2	$529K	Hold	90,000	–	–	﹤0.01%	1281
2022 Q1	$35K	Buy	+90,000	New	+$4.06M	﹤0.01%	2088
2021 Q4	–	Sell	-95,000	Closed	-$7K	–	2094
2021 Q3	$7K	Hold	95,000	–	–	﹤0.01%	2083
2021 Q2	$13K	Buy	+95,000	New	+$3.89M	﹤0.01%	2004
2020 Q3	–	Sell	-28,000	Closed	-$13K	–	2155
2020 Q2	$13K	Buy	+28,000	New	+$662K	﹤0.01%	1860
2017 Q4	–	Sell	-25,000	Closed	-$1K	–	1907
2017 Q3	$1K	Hold	25,000	–	–	﹤0.01%	1876
2017 Q2	$2K	Hold	25,000	–	–	﹤0.01%	4282
2017 Q1	$4K	Buy	+25,000	New	+$593K	﹤0.01%	4029
2016 Q3	–	Sell	-1,900	Closed	-$1K	–	4565
2016 Q2	$1K	Buy	+1,900	New	+$26.7K	﹤0.01%	4138

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.