Harbor Asset Planning
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Harbor Asset Planning’s Bank of America BAC Stock Holding History

Harbor Asset Planning’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 		$11.9K Hold
218
– – 0.01% 346
2026
Q2 		$12.4K Hold
218
– – 0.01% 336
2026
Q1 		$10.6K Hold
218
– – 0.01% 339
2025
Q4 		$12K Hold
218
– – 0.01% 328
2025
Q3 		$11.2K Hold
218
– – 0.01% 313
2025
Q2 		$10.3K Buy
+218
New +$9.17K 0.01% 316

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Harbor Asset Planning's BAC Position: Q3 2026 in Review

Harbor Asset Planning held its Bank of America (BAC) position steady in Q3 2026 at 218 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #346.

Harbor Asset Planning first reported a position in BAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.4K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Harbor Asset Planning held 218 shares of Bank of America worth $11.9K as of Q3 2026.
  • Harbor Asset Planning left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #346 holding.
  • Harbor Asset Planning first reported a position in Bank of America in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Bank of America position peaked at $12.4K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.