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Journey Retirement Planning & Investment Management’s Bank of America BAC Stock Holding History

Journey Retirement Planning & Investment Management’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 		$889K Buy
15,609
+2,332
+18% +$124K 0.69% 34
2026
Q1 		$647K Sell
13,277
-27,715
-68% -$1.43M 0.57% 54
2025
Q4 		$2.25M Buy
+40,992
New +$2.17M 0.46% 51

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BAC Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Bank of America (BAC) stake by 18% in Q2 2026, buying an estimated $124K and bringing the position to 15,609 shares worth $889K. The position accounts for 0.69% of the portfolio, ranked #34.

Journey Retirement Planning & Investment Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 2,218 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 15,609 shares of Bank of America worth $889K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 2,332 Bank of America shares in Q2 2026, an estimated $124K.
  • Bank of America made up 0.69% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #34 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Bank of America position peaked at $2.25M in Q4 2025.
  • 2,218 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.