BFC Planning, Inc.’s Bank of America BAC Stock Holding History

BFC Planning, Inc.’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	$2.67M	Buy	49,051 +23,900	+95%	+$1.46M	0.1%	193
2026 Q2	$1.43M	Sell	25,151 -39,022	-61%	-$2.08M	0.06%	310
2026 Q1	$3.13M	Sell	64,173 -4,948	-7%	-$255K	0.14%	148
2025 Q4	$3.8M	Buy	69,121 +42,396	+159%	+$2.24M	0.17%	122
2025 Q3	$1.38M	Buy	26,725 +644	+2%	+$31.4K	0.1%	184
2025 Q2	$1.23M	Buy	26,081 +145	+0.6%	+$6.1K	0.1%	189
2025 Q1	$1.08M	Buy	25,936 +779	+3%	+$34.7K	0.1%	189
2024 Q4	$1.11M	Buy	25,157 +872	+4%	+$38.4K	0.09%	190
2024 Q3	$964K	Buy	+24,285	New	+$973K	0.08%	209

Other funds holding BAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BFC Planning, Inc.'s BAC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Bank of America (BAC) stake by 95% in Q3 2026, buying an estimated $1.46M and bringing the position to 49,051 shares worth $2.67M. The position accounts for 0.1% of the portfolio, ranked #193.

BFC Planning, Inc. first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.8M in Q4 2025. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

BFC Planning, Inc. held 49,051 shares of Bank of America worth $2.67M as of Q3 2026.
BFC Planning, Inc. bought 23,900 Bank of America shares in Q3 2026, an estimated $1.46M.
Bank of America made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #193 holding.
BFC Planning, Inc. first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Bank of America position peaked at $3.8M in Q4 2025.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.