Game Plan Financial Advisors
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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
Q3 		$22.2K Sell
407
-2,998
-88% -$183K 0.01% 189
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Game Plan Financial Advisors's BAC Position: Q3 2026 in Review

Game Plan Financial Advisors reduced its Bank of America (BAC) stake by 88% in Q3 2026, selling an estimated $183K and leaving 407 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #189.

Game Plan Financial Advisors first reported a position in BAC in Q4 2019 and has held it in 14 quarters since. The position peaked at $483K in Q4 2019. 2,536 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Game Plan Financial Advisors held 407 shares of Bank of America worth $22.2K as of Q3 2026.
  • Game Plan Financial Advisors sold 2,998 Bank of America shares in Q3 2026, an estimated $183K.
  • Bank of America made up 0.01% of Game Plan Financial Advisors's portfolio in Q3 2026, its #189 holding.
  • Game Plan Financial Advisors first reported a position in Bank of America in Q4 2019 and has held it in 14 quarters since.
  • Game Plan Financial Advisors's Bank of America position peaked at $483K in Q4 2019.
  • 2,536 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.