Phillips Wealth Planners’s Bank of America BAC Stock Holding History

Phillips Wealth Planners’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 Q1	–	Sell	-7,857	Closed	-$409K	–	212
2025 Q4	$409K	Sell	7,857 -369	-4%	-$19.5K	0.33%	99
2025 Q3	$415K	Sell	8,226 -4,042	-33%	-$197K	0.34%	97
2025 Q2	$578K	Buy	+12,268	New	+$516K	0.52%	67

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's BAC Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 7,857 shares — an estimated $409K sold.

Phillips Wealth Planners first reported a position in BAC in Q2 2025 and held it in 3 quarters. The position peaked at $578K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Phillips Wealth Planners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Phillips Wealth Planners sold 7,857 Bank of America shares in Q1 2026, an estimated $409K.
Phillips Wealth Planners first reported a position in Bank of America in Q2 2025 and held it in 3 quarters.
Phillips Wealth Planners's Bank of America position peaked at $578K in Q2 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.