Lakeshore Financial Planning’s Bank of America BAC Stock Holding History

Lakeshore Financial 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	$408K	Hold	7,159	–	–	0.13%	54
2026 Q1	$349K	Sell	7,159 -5,146	-42%	-$266K	0.13%	54
2025 Q4	$677K	Buy	12,305 +109	+0.9%	+$5.76K	0.24%	32
2025 Q3	$629K	Sell	12,196 -911	-7%	-$44.4K	0.23%	32
2025 Q2	$620K	Sell	13,107 -392	-3%	-$16.5K	0.25%	31
2025 Q1	$563K	Buy	13,499 +470	+4%	+$20.9K	0.23%	30
2024 Q4	$573K	Sell	13,029 -800	-6%	-$35.2K	0.24%	30
2024 Q3	$549K	Buy	13,829 +77	+0.6%	+$3.09K	0.24%	29
2024 Q2	$547K	Sell	13,752 -878	-6%	-$33.6K	0.27%	27
2024 Q1	$555K	Buy	14,630 +2,895	+25%	+$99.4K	0.28%	26
2023 Q4	$395K	Sell	11,735 -860	-7%	-$25K	0.22%	35
2023 Q3	$345K	Buy	+12,595	New	+$373K	0.2%	39

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lakeshore Financial Planning's BAC Position: Q2 2026 in Review

Lakeshore Financial Planning held its Bank of America (BAC) position steady in Q2 2026 at 7,159 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #54.

Lakeshore Financial Planning first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $677K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lakeshore Financial Planning held 7,159 shares of Bank of America worth $408K as of Q2 2026.
Lakeshore Financial Planning left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.13% of Lakeshore Financial Planning's portfolio in Q2 2026, its #54 holding.
Lakeshore Financial Planning first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Bank of America position peaked at $677K in Q4 2025.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.