FPH
BAC icon

Financial Planning Hawaii’s Bank of America BAC Stock Holding History

Financial Planning Hawaii’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 		$217K Buy
+3,817
New +$203K 0.12% 129
2026
Q1 		– Sell
-3,817
Closed -$210K – 127
2025
Q4 		$210K Buy
+3,817
New +$202K 0.12% 128

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Planning Hawaii's BAC Position: Q2 2026 in Review

Financial Planning Hawaii opened a new position in Bank of America (BAC) in Q2 2026: 3,817 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings. This is a return to the name: Financial Planning Hawaii previously reported a position in BAC as recently as Q4 2025.

Financial Planning Hawaii first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 2,242 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Financial Planning Hawaii held 3,817 shares of Bank of America worth $217K as of Q2 2026.
  • Bank of America was a new Financial Planning Hawaii position in Q2 2026.
  • Bank of America made up 0.12% of Financial Planning Hawaii's portfolio in Q2 2026, its #129 holding.
  • Financial Planning Hawaii first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 2,242 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.