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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
Q3 		$269K Sell
4,947
-40
-0.8% -$2.44K 0.1% 149
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's BAC Position: Q3 2026 in Review

Plan A Wealth reduced its Bank of America (BAC) stake by 0.8% in Q3 2026, selling an estimated $2.44K and leaving 4,947 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #149.

Plan A Wealth first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $311K in Q3 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Plan A Wealth held 4,947 shares of Bank of America worth $269K as of Q3 2026.
  • Plan A Wealth sold 40 Bank of America shares in Q3 2026, an estimated $2.44K.
  • Bank of America made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #149 holding.
  • Plan A Wealth first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Bank of America position peaked at $311K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.