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 Q3	$1.87M	Hold	34,317	–	–	1.02%	13
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fee-Only Financial Planning's BAC Position: Q3 2026 in Review

Fee-Only Financial Planning held its Bank of America (BAC) position steady in Q3 2026 at 34,317 shares worth $1.87M. The position accounts for 1.02% of the portfolio, ranked #13.

Fee-Only Financial Planning first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q2 2026. 1,532 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Fee-Only Financial Planning held 34,317 shares of Bank of America worth $1.87M as of Q3 2026.
Fee-Only Financial Planning left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 1.02% of Fee-Only Financial Planning's portfolio in Q3 2026, its #13 holding.
Fee-Only Financial Planning first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
Fee-Only Financial Planning's Bank of America position peaked at $1.96M in Q2 2026.
1,532 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.