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Plan A Wealth’s Bank of America BAC Stock Holding History

Plan A Wealth’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 		$284K Sell
4,987
-330
-6% -$17.6K 0.12% 129
2026
Q1 		$259K Sell
5,317
-122
-2% -$6.29K 0.12% 135
2025
Q4 		$299K Sell
5,439
-598
-10% -$31.6K 0.15% 121
2025
Q3 		$311K Sell
6,037
-253
-4% -$12.3K 0.16% 112
2025
Q2 		$298K Sell
6,290
-3
-0% -$126 0.17% 110
2025
Q1 		$263K Sell
6,293
-116
-2% -$5.17K 0.2% 81
2024
Q4 		$282K Buy
+6,409
New +$282K 0.26% 63

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

Plan A Wealth's BAC Position: Q2 2026 in Review

Plan A Wealth reduced its Bank of America (BAC) stake by 6.2% in Q2 2026, selling an estimated $17.6K and leaving 4,987 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #129.

Plan A Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Plan A Wealth held 4,987 shares of Bank of America worth $284K as of Q2 2026.
  • Plan A Wealth sold 330 Bank of America shares in Q2 2026, an estimated $17.6K.
  • Bank of America made up 0.12% of Plan A Wealth's portfolio in Q2 2026, its #129 holding.
  • Plan A Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Bank of America position peaked at $311K in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.