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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Asset Planning's BAC Position: Q2 2026 in Review

Harbor Asset Planning held its Bank of America (BAC) position steady in Q2 2026 at 218 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #336.

Harbor Asset Planning first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Harbor Asset Planning held 218 shares of Bank of America worth $12.4K as of Q2 2026.
  • Harbor Asset Planning left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #336 holding.
  • Harbor Asset Planning first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.