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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
Q2 		– Sell
-5,111
Closed -$249K – 93
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPS Loria Financial Planners's BAC Position: Q2 2026 in Review

MPS Loria Financial Planners sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5,111 shares — an estimated $249K sold.

MPS Loria Financial Planners first reported a position in BAC in Q2 2017 and held it in 19 quarters. The position peaked at $298K in Q2 2025. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MPS Loria Financial Planners reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • MPS Loria Financial Planners sold 5,111 Bank of America shares in Q2 2026, an estimated $249K.
  • MPS Loria Financial Planners first reported a position in Bank of America in Q2 2017 and held it in 19 quarters.
  • MPS Loria Financial Planners's Bank of America position peaked at $298K in Q2 2025.
  • 3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.