Life Planning Partners’s Bank of America BAC Stock Holding History

Life Planning Partners’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	$429K	Sell	7,520 -317	-4%	-$16.9K	0.32%	48
2026 Q1	$382K	Buy	7,837 +3	+0%	+$155	0.29%	49
2025 Q4	$431K	Sell	7,834 -4,283	-35%	-$226K	0.33%	48
2025 Q3	$625K	Buy	12,117 +3	+0%	+$146	0.46%	41
2025 Q2	$573K	Sell	12,114 -630	-5%	-$26.5K	0.46%	40
2025 Q1	$532K	Buy	12,744 +2	+0%	+$89	0.48%	39
2024 Q4	$560K	Sell	12,742 -1,317	-9%	-$57.9K	0.52%	38
2024 Q3	$558K	Sell	14,059 -3,041	-18%	-$122K	0.5%	39
2024 Q2	$680K	Sell	17,100 -2,302	-12%	-$88.2K	0.62%	34
2024 Q1	$736K	Sell	19,402 -1	-0%	-$34	0.73%	30
2023 Q4	$653K	Buy	+19,403	New	+$565K	0.64%	33
2022 Q3	$585K	Buy	19,370 +3	+0%	+$100	0.67%	31
2022 Q2	$603K	Buy	19,367 +15	+0.1%	+$540	0.68%	31
2022 Q1	$798K	Buy	19,352 +2	+0%	+$90	0.81%	28
2021 Q4	$861K	Buy	+19,350	New	+$882K	0.87%	28

Other funds holding BAC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Life Planning Partners's BAC Position: Q2 2026 in Review

Life Planning Partners reduced its Bank of America (BAC) stake by 4% in Q2 2026, selling an estimated $16.9K and leaving 7,520 shares worth $429K. The position accounts for 0.32% of the portfolio, ranked #48.

Life Planning Partners first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. The position peaked at $861K in Q4 2021. 2,058 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Life Planning Partners held 7,520 shares of Bank of America worth $429K as of Q2 2026.
Life Planning Partners sold 317 Bank of America shares in Q2 2026, an estimated $16.9K.
Bank of America made up 0.32% of Life Planning Partners's portfolio in Q2 2026, its #48 holding.
Life Planning Partners first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Bank of America position peaked at $861K in Q4 2021.
2,058 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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