Fee-Only Financial Planning’s Bank of America BAC Stock Holding History

Fee-Only Financial 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	$1.96M	Hold	34,317	–	–	1.05%	13
2026 Q1	$1.67M	Hold	34,317	–	–	1.01%	13
2025 Q4	$1.89M	Hold	34,317	–	–	1.1%	13
2025 Q3	$1.77M	Sell	34,317 -300	-0.9%	-$14.6K	1.03%	13
2025 Q2	$1.64M	Hold	34,617	–	–	1.01%	13
2025 Q1	$1.44M	Sell	34,617 -300	-0.9%	-$13.4K	0.99%	13
2024 Q4	$1.53M	Sell	34,917 -200	-0.6%	-$8.8K	0.99%	13
2024 Q3	$1.39M	Hold	35,117	–	–	0.89%	13
2024 Q2	$1.4M	Hold	35,117	–	–	0.94%	13
2024 Q1	$1.33M	Sell	35,117 -800	-2%	-$27.5K	0.9%	13
2023 Q4	$1.21M	Hold	35,917	–	–	0.87%	13
2023 Q3	$983K	Hold	35,917	–	–	0.79%	14
2023 Q2	$1.03M	Hold	35,917	–	–	0.79%	14
2023 Q1	$1.03M	Hold	35,917	–	–	0.83%	14
2022 Q4	$1.19M	Buy	+35,917	New	+$1.24M	1%	14

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

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

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

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

Fee-Only Financial Planning's BAC Position: Q2 2026 in Review

Fee-Only Financial Planning held its Bank of America (BAC) position steady in Q2 2026 at 34,317 shares worth $1.96M. The position accounts for 1.05% of the portfolio, ranked #13.

Fee-Only Financial Planning first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fee-Only Financial Planning held 34,317 shares of Bank of America worth $1.96M as of Q2 2026.
Fee-Only Financial Planning left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 1.05% of Fee-Only Financial Planning's portfolio in Q2 2026, its #13 holding.
Fee-Only Financial Planning first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.