Game Plan Financial Advisors’s Bank of America BAC Stock Holding History

Game Plan Financial Advisors’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	$194K	Sell	3,405 -8	-0.2%	-$425	0.07%	90
2026 Q1	$166K	Buy	3,413 +3	+0.1%	+$155	0.07%	86
2025 Q4	$188K	Buy	3,410 +2	+0.1%	+$106	0.08%	85
2025 Q3	$176K	Buy	3,408 +2	+0.1%	+$98	0.07%	92
2025 Q2	$161K	Buy	3,406 +2	+0.1%	+$84	0.07%	93
2025 Q1	$142K	Buy	3,404 +3	+0.1%	+$134	0.07%	95
2024 Q4	$149K	Buy	3,401 +2	+0.1%	+$88	0.07%	99
2024 Q3	$135K	Sell	3,399 -322	-9%	-$12.9K	0.07%	100
2024 Q2	$148K	Buy	3,721 +309	+9%	+$11.8K	0.07%	109
2024 Q1	$129K	Buy	3,412 +4	+0.1%	+$137	0.07%	110
2023 Q4	$115K	Buy	+3,408	New	+$99.2K	0.07%	114
2020 Q2	–	Sell	-14,160	Closed	-$300K	–	63
2020 Q1	$300K	Buy	14,160 +450	+3%	+$13.5K	0.35%	54
2019 Q4	$483K	Buy	+13,710	New	+$443K	0.45%	54

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Game Plan Financial Advisors's BAC Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Bank of America (BAC) stake by 0.23% in Q2 2026, selling an estimated $425 and leaving 3,405 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #90.

Game Plan Financial Advisors first reported a position in BAC in Q4 2019 and has held it in 13 quarters since. The position peaked at $483K in Q4 2019. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Game Plan Financial Advisors held 3,405 shares of Bank of America worth $194K as of Q2 2026.
Game Plan Financial Advisors sold 8 Bank of America shares in Q2 2026, an estimated $425.
Bank of America made up 0.07% of Game Plan Financial Advisors's portfolio in Q2 2026, its #90 holding.
Game Plan Financial Advisors first reported a position in Bank of America in Q4 2019 and has held it in 13 quarters since.
Game Plan Financial Advisors's Bank of America position peaked at $483K in Q4 2019.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.