Financial Life Planners’s Bank of America BAC Stock Holding History

Financial Life Planners’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	$690K	Buy	12,115 +53	+0.4%	+$2.82K	0.44%	25
2026 Q1	$588K	Buy	12,062 +65	+0.5%	+$3.35K	0.45%	24
2025 Q4	$660K	Sell	11,997 -88	-0.7%	-$4.65K	0.47%	24
2025 Q3	$623K	Buy	12,085 +60	+0.5%	+$2.93K	0.42%	27
2025 Q2	$569K	Sell	12,025 -87	-0.7%	-$3.66K	0.46%	27
2025 Q1	$505K	Sell	12,112 -626	-5%	-$27.9K	0.49%	26
2024 Q4	$560K	Buy	+12,738	New	+$560K	0.47%	25

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Life Planners's BAC Position: Q2 2026 in Review

Financial Life Planners increased its Bank of America (BAC) stake by 0.44% in Q2 2026, buying an estimated $2.82K and bringing the position to 12,115 shares worth $690K. The position accounts for 0.44% of the portfolio, ranked #25.

Financial Life Planners first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,715 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Financial Life Planners held 12,115 shares of Bank of America worth $690K as of Q2 2026.
Financial Life Planners bought 53 Bank of America shares in Q2 2026, an estimated $2.82K.
Bank of America made up 0.44% of Financial Life Planners's portfolio in Q2 2026, its #25 holding.
Financial Life Planners first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,715 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.