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MPS Loria Financial Planners’s Bank of America BAC Stock Holding History

MPS Loria Financial Planners’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
Q1 		$249K Buy
5,111
+22
+0.4% +$1.14K 0.07% 81
2025
Q4 		$280K Buy
5,089
+19
+0.4% +$1K 0.07% 72
2025
Q3 		$262K Sell
5,070
-1,231
-20% -$60.1K 0.07% 72
2025
Q2 		$298K Buy
6,301
+27
+0.4% +$1.14K 0.09% 67
2025
Q1 		$262K Buy
6,274
+31
+0.5% +$1.38K 0.08% 69
2024
Q4 		$274K Buy
6,243
+28
+0.5% +$1.23K 0.08% 66
2024
Q3 		$247K Buy
6,215
+32
+0.5% +$1.28K 0.07% 74
2024
Q2 		$246K Buy
6,183
+59
+1% +$2.26K 0.08% 71
2024
Q1 		$232K Buy
6,124
+34
+0.6% +$1.17K 0.08% 76
2023
Q4 		$205K Buy
+6,090
New +$177K 0.07% 84
2022
Q2 		– Sell
-5,138
Closed -$211K – 74
2022
Q1 		$211K Buy
5,138
+11
+0.2% +$496 0.09% 80
2021
Q4 		$228K Buy
5,127
+10
+0.2% +$456 0.09% 75
2021
Q3 		$217K Buy
5,117
+10
+0.2% +$403 0.1% 78
2021
Q2 		$211K Buy
5,107
+10
+0.2% +$410 0.1% 80
2021
Q1 		$197K Buy
5,097
+9
+0.2% +$311 0.09% 78
2020
Q4 		$153K Buy
5,088
+581
+13% +$15.6K 0.07% 91
2020
Q3 		$109K Buy
4,507
+16
+0.4% +$398 0.06% 100
2020
Q2 		$107K Buy
+4,491
New +$106K 0.06% 98
2017
Q3 		– Sell
-4,698
Closed -$115K – 102
2017
Q2 		$115K Buy
+4,698
New +$110K 0.08% 105

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's BAC Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Bank of America (BAC) stake by 0.43% in Q1 2026, buying an estimated $1.14K and bringing the position to 5,111 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #81.

MPS Loria Financial Planners first reported a position in BAC in Q2 2017 and has held it in 19 quarters since. The position peaked at $298K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MPS Loria Financial Planners held 5,111 shares of Bank of America worth $249K as of Q1 2026.
  • MPS Loria Financial Planners bought 22 Bank of America shares in Q1 2026, an estimated $1.14K.
  • Bank of America made up 0.07% of MPS Loria Financial Planners's portfolio in Q1 2026, its #81 holding.
  • MPS Loria Financial Planners first reported a position in Bank of America in Q2 2017 and has held it in 19 quarters since.
  • MPS Loria Financial Planners's Bank of America position peaked at $298K in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.