Plan Group Financial
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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
Q3 		– Sell
-5,603
Closed -$319K – 233
2026
Q2 		$319K Sell
5,603
-728
-11% -$38.7K 0.07% 168
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Plan Group Financial's BAC Position: Q3 2026 in Review

Plan Group Financial sold out of Bank of America (BAC) in Q3 2026, closing a stake of 5,603 shares — an estimated $319K sold.

Plan Group Financial first reported a position in BAC in Q1 2025 and held it in 4 quarters. The position peaked at $330K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Plan Group Financial reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 5,603 Bank of America shares in Q3 2026, an estimated $319K.
  • Plan Group Financial first reported a position in Bank of America in Q1 2025 and held it in 4 quarters.
  • Plan Group Financial's Bank of America position peaked at $330K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.