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Peak Retirement Planning’s Bank of America BAC Stock Holding History

Peak Retirement 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 		$257K Buy
+4,508
New +$240K 0.04% 161

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

Peak Retirement Planning's BAC Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Bank of America (BAC) in Q2 2026: 4,508 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings.

3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Peak Retirement Planning held 4,508 shares of Bank of America worth $257K as of Q2 2026.
  • Bank of America was a new Peak Retirement Planning position in Q2 2026.
  • Bank of America made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #161 holding.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.