Estate Planners Group’s Bank of America BAC Stock Holding History

Estate Planners 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 Q1	–	Sell	-986	Closed	-$54.2K	–	109
2025 Q4	$54.2K	Buy	+986	New	+$52.1K	0.02%	136

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's BAC Position: Q1 2026 in Review

Estate Planners Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 986 shares — an estimated $54.2K sold.

Estate Planners Group first reported a position in BAC in Q4 2025 and held it in 1 quarter. The position peaked at $54.2K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Estate Planners Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 986 Bank of America shares in Q1 2026, an estimated $54.2K.
Estate Planners Group first reported a position in Bank of America in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Bank of America position peaked at $54.2K in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.