Next Level Wealth Planning’s Bank of America BAC Stock Holding History

Next Level Wealth Planning’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	$147K	Buy	+2,706	New	+$165K	0.06%	87

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's BAC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Bank of America (BAC) in Q3 2026: 2,706 shares worth $147K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings.

2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Next Level Wealth Planning held 2,706 shares of Bank of America worth $147K as of Q3 2026.
Bank of America was a new Next Level Wealth Planning position in Q3 2026.
Bank of America made up 0.06% of Next Level Wealth Planning's portfolio in Q3 2026, its #87 holding.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.