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Holistic Planning’s Bank of America BAC Stock Holding History

Holistic 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
Q1 		$247K Buy
5,063
+60
+1% +$3.1K 0.05% 262
2025
Q4 		$275K Buy
5,003
+818
+20% +$43.2K 0.06% 232
2025
Q3 		$216K Sell
4,185
-1,490
-26% -$72.7K 0.06% 216
2025
Q2 		$269K Buy
+5,675
New +$239K 0.08% 185

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Planning's BAC Position: Q1 2026 in Review

Holistic Planning increased its Bank of America (BAC) stake by 1.2% in Q1 2026, buying an estimated $3.1K and bringing the position to 5,063 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #262.

Holistic Planning first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Holistic Planning held 5,063 shares of Bank of America worth $247K as of Q1 2026.
  • Holistic Planning bought 60 Bank of America shares in Q1 2026, an estimated $3.1K.
  • Bank of America made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #262 holding.
  • Holistic Planning first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Holistic Planning's Bank of America position peaked at $275K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.