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 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 $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

Fee-Only Financial Planning's BAC Position: Q1 2026 in Review

Fee-Only Financial Planning held its Bank of America (BAC) position steady in Q1 2026 at 34,317 shares worth $1.67M. The position accounts for 1.01% of the portfolio, ranked #13.

Fee-Only Financial Planning first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Fee-Only Financial Planning held 34,317 shares of Bank of America worth $1.67M as of Q1 2026.
Fee-Only Financial Planning left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 1.01% of Fee-Only Financial Planning's portfolio in Q1 2026, its #13 holding.
Fee-Only Financial Planning first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Bank of America position peaked at $1.89M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.