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PDS Planning’s Bank of America BAC Stock Holding History

PDS 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
Q2 		$1.77M Buy
31,074
+2,005
+7% +$107K 0.1% 99
2026
Q1 		$1.42M Buy
29,069
+770
+3% +$39.7K 0.09% 103
2025
Q4 		$1.56M Buy
28,299
+572
+2% +$30.2K 0.1% 88
2025
Q3 		$1.43M Buy
27,727
+633
+2% +$30.9K 0.1% 91
2025
Q2 		$1.28M Sell
27,094
-1,082
-4% -$45.5K 0.1% 96
2025
Q1 		$1.18M Buy
28,176
+1,913
+7% +$85.2K 0.1% 91
2024
Q4 		$1.15M Buy
26,263
+1,620
+7% +$71.3K 0.1% 87
2024
Q3 		$978K Sell
24,643
-394
-2% -$15.8K 0.09% 99
2024
Q2 		$996K Buy
25,037
+2,981
+14% +$114K 0.1% 86
2024
Q1 		$836K Buy
22,056
+1,724
+8% +$59.2K 0.09% 99
2023
Q4 		$685K Sell
20,332
-3,793
-16% -$110K 0.08% 105
2023
Q3 		$661K Buy
24,125
+2,221
+10% +$65.7K 0.09% 102
2023
Q2 		$628K Buy
21,904
+2,205
+11% +$62.9K 0.08% 110
2023
Q1 		$563K Buy
19,699
+10,726
+120% +$354K 0.08% 110
2022
Q4 		$297K Sell
8,973
-2,273
-20% -$78.3K 0.05% 146
2022
Q3 		$340K Sell
11,246
-1,410
-11% -$47.1K 0.06% 120
2022
Q2 		$394K Sell
12,656
-595
-4% -$21.4K 0.07% 114
2022
Q1 		$546K Sell
13,251
-280
-2% -$12.6K 0.1% 88
2021
Q4 		$602K Buy
13,531
+973
+8% +$44.3K 0.12% 78
2021
Q3 		$533K Buy
12,558
+1,216
+11% +$49K 0.12% 83
2021
Q2 		$468K Buy
11,342
+598
+6% +$24.5K 0.11% 90
2021
Q1 		$416K Buy
10,744
+285
+3% +$9.83K 0.12% 89
2020
Q4 		$317K Buy
10,459
+824
+9% +$22.1K 0.11% 100
2020
Q3 		$232K Buy
+9,635
New +$240K 0.09% 116

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

PDS Planning's BAC Position: Q2 2026 in Review

PDS Planning increased its Bank of America (BAC) stake by 6.9% in Q2 2026, buying an estimated $107K and bringing the position to 31,074 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #99.

PDS Planning first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • PDS Planning held 31,074 shares of Bank of America worth $1.77M as of Q2 2026.
  • PDS Planning bought 2,005 Bank of America shares in Q2 2026, an estimated $107K.
  • Bank of America made up 0.1% of PDS Planning's portfolio in Q2 2026, its #99 holding.
  • PDS Planning first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.