Life Planning Partners
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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
Q3 		$409K Buy
7,523
+3
+0% +$183 0.33% 48
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Life Planning Partners's BAC Position: Q3 2026 in Review

Life Planning Partners increased its Bank of America (BAC) stake by 0.04% in Q3 2026, buying an estimated $183 and bringing the position to 7,523 shares worth $409K. The position accounts for 0.33% of the portfolio, ranked #48.

Life Planning Partners first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $861K in Q4 2021. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Life Planning Partners held 7,523 shares of Bank of America worth $409K as of Q3 2026.
  • Life Planning Partners bought 3 Bank of America shares in Q3 2026, an estimated $183.
  • Bank of America made up 0.33% of Life Planning Partners's portfolio in Q3 2026, its #48 holding.
  • Life Planning Partners first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's Bank of America position peaked at $861K in Q4 2021.
  • 2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.