New England Professional Planning Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $445K | Sell |
7,816
-985
| -11% | -$52.4K | 0.17% | 28 |
|
|
2026
Q1 | $429K | Sell |
8,801
-338
| -4% | -$17.4K | 0.18% | 24 |
|
|
2025
Q4 | $503K | Hold |
9,139
| – | – | 0.21% | 22 |
|
|
2025
Q3 | $449K | Hold |
9,139
| – | – | 0.21% | 22 |
|
|
2025
Q2 | $432K | Hold |
9,139
| – | – | 0.2% | 24 |
|
|
2025
Q1 | $381K | Hold |
9,139
| – | – | 0.19% | 25 |
|
|
2024
Q4 | $402K | Sell |
9,139
-444
| -5% | -$19.5K | 0.2% | 25 |
|
|
2024
Q3 | $380K | Hold |
9,583
| – | – | 0.19% | 21 |
|
|
2024
Q2 | $381K | Hold |
9,583
| – | – | 0.2% | 25 |
|
|
2024
Q1 | $363K | Sell |
9,583
-100
| -1% | -$3.43K | 0.19% | 26 |
|
|
2023
Q4 | $326K | Hold |
9,683
| – | – | 0.19% | 26 |
|
|
2023
Q3 | $265K | Hold |
9,683
| – | – | 0.16% | 25 |
|
|
2023
Q2 | $278K | Hold |
9,683
| – | – | 0.16% | 26 |
|
|
2023
Q1 | $276K | Buy |
9,683
+444
| +5% | +$14.7K | 0.17% | 23 |
|
|
2022
Q4 | $306K | Hold |
9,239
| – | – | 0.17% | 26 |
|
|
2022
Q3 | $279K | Hold |
9,239
| – | – | 0.2% | 25 |
|
|
2022
Q2 | $288K | Buy |
9,239
+444
| +5% | +$16K | 0.2% | 24 |
|
|
2022
Q1 | $359K | Hold |
8,795
| – | – | 0.21% | 24 |
|
|
2021
Q4 | $429K | Buy |
8,795
+300
| +4% | +$13.7K | 0.26% | 19 |
|
|
2021
Q3 | $406K | Hold |
8,495
| – | – | 0.24% | 21 |
|
|
2021
Q2 | $356K | Sell |
8,495
-978
| -10% | -$40.1K | 0.21% | 22 |
|
|
2021
Q1 | $398K | Sell |
9,473
-125
| -1% | -$4.31K | 0.24% | 23 |
|
|
2020
Q4 | $292K | Hold |
9,598
| – | – | 0.21% | 26 |
|
|
2020
Q3 | $233K | Sell |
9,598
-2,766
| -22% | -$68.9K | 0.19% | 25 |
|
|
2020
Q2 | $329K | Sell |
12,364
-200
| -2% | -$4.73K | 0.25% | 29 |
|
|
2020
Q1 | $288K | Hold |
12,564
| – | – | 0.27% | 33 |
|
|
2019
Q4 | $443K | Buy |
+12,564
| New | +$406K | 0.35% | 25 |
|
|
2018
Q3 | $369K | Sell |
12,476
-957
| -7% | -$29.1K | 0.42% | 26 |
|
|
2018
Q2 | $379K | Hold |
13,433
| – | – | 0.49% | 23 |
|
|
2018
Q1 | $402K | Buy |
13,433
+100
| +0.8% | +$3.14K | 0.53% | 22 |
|
|
2017
Q4 | $404K | Buy |
+13,333
| New | +$368K | 0.49% | 25 |
|
|
2016
Q2 | $196K | Hold |
13,533
| – | – | 0.22% | 43 |
|
|
2016
Q1 | $182K | Hold |
13,533
| – | – | 0.18% | 42 |
|
|
2015
Q4 | $228K | Hold |
13,533
| – | – | 0.25% | 39 |
|
|
2015
Q3 | $239K | Hold |
13,533
| – | – | 0.27% | 34 |
|
|
2015
Q2 | $231K | Hold |
13,533
| – | – | 0.3% | 40 |
|
|
2015
Q1 | $224K | Hold |
13,533
| – | – | 0.3% | 41 |
|
|
2014
Q4 | $208K | Buy |
+13,533
| New | +$232K | 0.31% | 38 |
|
Other funds holding BAC
ECSS
New England Professional Planning Group's BAC Position: Q2 2026 in Review
New England Professional Planning Group reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 7,816 shares worth $445K. The position accounts for 0.17% of the portfolio, ranked #28.
New England Professional Planning Group first reported a position in BAC in Q4 2014 and has held it in 38 quarters since. The position peaked at $503K in Q4 2025. 1,995 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- New England Professional Planning Group held 7,816 shares of Bank of America worth $445K as of Q2 2026.
- New England Professional Planning Group sold 985 Bank of America shares in Q2 2026, an estimated $52.4K.
- Bank of America made up 0.17% of New England Professional Planning Group's portfolio in Q2 2026, its #28 holding.
- New England Professional Planning Group first reported a position in Bank of America in Q4 2014 and has held it in 38 quarters since.
- New England Professional Planning Group's Bank of America position peaked at $503K in Q4 2025.
- 1,995 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.