Next Level Wealth Planning’s Bank of America Series L BAC.PRL Stock Holding History

Next Level Wealth Planning’s Portfolio BAC.PRL Stock Details BAC.PRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.3K	Buy	+15	New	+$19.1K	0.01%	276

Other funds holding BAC.PRL

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return

St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in Bank of America Series L (BAC.PRL) in Q3 2026: 15 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

120 funds tracked by Wall St. Rank hold BAC.PRL as of Q3 2026.

Next Level Wealth Planning held 15 shares of Bank of America Series L worth $18.3K as of Q3 2026.
Bank of America Series L was a new Next Level Wealth Planning position in Q3 2026.
Bank of America Series L made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #276 holding.
120 funds tracked by Wall St. Rank held Bank of America Series L as of Q3 2026.

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