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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
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

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 Group Financial's BAC Position: Q2 2026 in Review

Plan Group Financial reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $38.7K and leaving 5,603 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #168.

Plan Group Financial first reported a position in BAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Plan Group Financial held 5,603 shares of Bank of America worth $319K as of Q2 2026.
  • Plan Group Financial sold 728 Bank of America shares in Q2 2026, an estimated $38.7K.
  • Bank of America made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #168 holding.
  • Plan Group Financial first reported a position in Bank of America in Q1 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Bank of America position peaked at $330K in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.