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Plan Group Financial’s Bank of America BAC Stock Holding History

Plan Group Financial’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 		$309K Buy
6,331
+324
+5% +$16.7K 0.07% 167
2025
Q4 		$330K Buy
+6,007
New +$318K 0.09% 148
2025
Q2 		– Sell
-5,735
Closed -$239K – 161
2025
Q1 		$239K Buy
+5,735
New +$256K 0.09% 128

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plan Group Financial's BAC Position: Q1 2026 in Review

Plan Group Financial increased its Bank of America (BAC) stake by 5.4% in Q1 2026, buying an estimated $16.7K and bringing the position to 6,331 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #167.

Plan Group Financial first reported a position in BAC in Q1 2025 and has held it in 3 quarters since. The position peaked at $330K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Plan Group Financial held 6,331 shares of Bank of America worth $309K as of Q1 2026.
  • Plan Group Financial bought 324 Bank of America shares in Q1 2026, an estimated $16.7K.
  • Bank of America made up 0.07% of Plan Group Financial's portfolio in Q1 2026, its #167 holding.
  • Plan Group Financial first reported a position in Bank of America in Q1 2025 and has held it in 3 quarters since.
  • Plan Group Financial's Bank of America position peaked at $330K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.