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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
Q2 		$300K Buy
5,260
+197
+4% +$10.5K 0.05% 277
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's BAC Position: Q2 2026 in Review

Holistic Planning increased its Bank of America (BAC) stake by 3.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,260 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #277.

Holistic Planning first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Holistic Planning held 5,260 shares of Bank of America worth $300K as of Q2 2026.
  • Holistic Planning bought 197 Bank of America shares in Q2 2026, an estimated $10.5K.
  • Bank of America made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #277 holding.
  • Holistic Planning first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.