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 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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Game Plan Financial Advisors's BAC Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Bank of America (BAC) stake by 0.09% in Q1 2026, buying an estimated $155 and bringing the position to 3,413 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #86.

Game Plan Financial Advisors first reported a position in BAC in Q4 2019 and has held it in 12 quarters since. The position peaked at $483K in Q4 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Game Plan Financial Advisors held 3,413 shares of Bank of America worth $166K as of Q1 2026.
Game Plan Financial Advisors bought 3 Bank of America shares in Q1 2026, an estimated $155.
Bank of America made up 0.07% of Game Plan Financial Advisors's portfolio in Q1 2026, its #86 holding.
Game Plan Financial Advisors first reported a position in Bank of America in Q4 2019 and has held it in 12 quarters since.
Game Plan Financial Advisors's Bank of America position peaked at $483K in Q4 2019.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.