Plancorp LLC’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.04M | Buy |
101,568
+6,010
| +6% | +$320K | 0.15% | 64 |
|
|
2026
Q1 | $5.02M | Sell |
95,558
-114
| -0.1% | -$5.88K | 0.14% | 61 |
|
|
2025
Q4 | $5.26M | Sell |
95,672
-872
| -0.9% | -$46.1K | 0.16% | 55 |
|
|
2025
Q3 | $4.98M | Sell |
96,544
-7,278
| -7% | -$355K | 0.16% | 58 |
|
|
2025
Q2 | $4.91M | Buy |
103,822
+246
| +0.2% | +$10.3K | 0.17% | 58 |
|
|
2025
Q1 | $4.32M | Buy |
103,576
+5,696
| +6% | +$254K | 0.17% | 54 |
|
|
2024
Q4 | $4.3M | Buy |
97,880
+59
| +0.1% | +$2.6K | 0.18% | 47 |
|
|
2024
Q3 | $3.88M | Sell |
97,821
-522
| -0.5% | -$20.9K | 0.16% | 50 |
|
|
2024
Q2 | $3.91M | Buy |
98,343
+1,270
| +1% | +$48.7K | 0.17% | 49 |
|
|
2024
Q1 | $3.68M | Buy |
97,073
+3,256
| +3% | +$112K | 0.16% | 49 |
|
|
2023
Q4 | $3.16M | Sell |
93,817
-994
| -1% | -$28.9K | 0.15% | 52 |
|
|
2023
Q3 | $2.6M | Buy |
94,811
+3,211
| +4% | +$95K | 0.14% | 53 |
|
|
2023
Q2 | $2.63M | Sell |
91,600
-10,197
| -10% | -$291K | 0.14% | 53 |
|
|
2023
Q1 | $2.91M | Buy |
101,797
+9,293
| +10% | +$307K | 0.16% | 48 |
|
|
2022
Q4 | $3.06M | Sell |
92,504
-380
| -0.4% | -$13.1K | 0.18% | 45 |
|
|
2022
Q3 | $2.81M | Sell |
92,884
-4,019
| -4% | -$134K | 0.19% | 46 |
|
|
2022
Q2 | $3.02M | Buy |
96,903
+1,489
| +2% | +$53.6K | 0.19% | 44 |
|
|
2022
Q1 | $3.93M | Sell |
95,414
-652
| -0.7% | -$29.4K | 0.26% | 38 |
|
|
2021
Q4 | $4.27M | Buy |
96,066
+1,705
| +2% | +$77.7K | 0.27% | 33 |
|
|
2021
Q3 | $4.01M | Buy |
94,361
+2,558
| +3% | +$103K | 0.28% | 32 |
|
|
2021
Q2 | $3.79M | Sell |
91,803
-292
| -0.3% | -$12K | 0.3% | 33 |
|
|
2021
Q1 | $3.56M | Sell |
92,095
-1,107
| -1% | -$38.2K | 0.79% | 25 |
|
|
2020
Q4 | $2.83M | Buy |
93,202
+2,001
| +2% | +$53.6K | 0.7% | 29 |
|
|
2020
Q3 | $2.2M | Buy |
91,201
+194
| +0.2% | +$4.83K | 0.67% | 26 |
|
|
2020
Q2 | $2.16M | Sell |
91,007
-902
| -1% | -$21.3K | 0.65% | 32 |
|
|
2020
Q1 | $1.95M | Sell |
91,909
-133
| -0.1% | -$3.99K | 0.76% | 30 |
|
|
2019
Q4 | $3.24M | Buy |
92,042
+1,824
| +2% | +$58.9K | 0.99% | 26 |
|
|
2019
Q3 | $2.63M | Buy |
90,218
+21,715
| +32% | +$624K | 1% | 23 |
|
|
2019
Q2 | $1.99M | Sell |
68,503
-16,274
| -19% | -$469K | 0.79% | 29 |
|
|
2019
Q1 | $2.34M | Buy |
84,777
+3,869
| +5% | +$109K | 0.89% | 23 |
|
|
2018
Q4 | $1.99M | Buy |
80,908
+429
| +0.5% | +$11.6K | 0.9% | 23 |
|
|
2018
Q3 | $2.37M | Sell |
80,479
-5,217
| -6% | -$159K | 0.93% | 23 |
|
|
2018
Q2 | $2.42M | Buy |
85,696
+1
| +0% | +$30 | 0.97% | 22 |
|
|
2018
Q1 | $2.57M | Buy |
85,695
+1
| +0% | +$31 | 0.82% | 24 |
|
|
2017
Q4 | $2.53M | Buy |
85,694
+292
| +0.3% | +$8.05K | 0.82% | 26 |
|
|
2017
Q3 | $2.16M | Buy |
85,402
+1
| +0% | +$24 | 0.64% | 27 |
|
|
2017
Q2 | $2.07M | Buy |
85,401
+1
| +0% | +$23 | 0.62% | 27 |
|
|
2017
Q1 | $2.01M | Sell |
85,400
-199
| -0.2% | -$4.72K | 0.59% | 31 |
|
|
2016
Q4 | $1.89M | Sell |
85,599
-11,431
| -12% | -$220K | 0.54% | 30 |
|
|
2016
Q3 | $1.52M | Buy |
97,030
+28,196
| +41% | +$420K | 0.97% | 29 |
|
|
2016
Q2 | $913K | Buy |
68,834
+57,841
| +526% | +$813K | 0.81% | 24 |
|
|
2016
Q1 | $149K | Sell |
10,993
-57,841
| -84% | -$781K | 0.18% | 43 |
|
|
2015
Q4 | $1.16M | Hold |
68,834
| – | – | 1.38% | 16 |
|
|
2015
Q3 | $1.07M | Buy |
68,834
+15,710
| +30% | +$264K | 0.97% | 24 |
|
|
2015
Q2 | $904K | Sell |
53,124
-18,597
| -26% | -$306K | 0.84% | 20 |
|
|
2015
Q1 | $1.1M | Buy |
71,721
+18,597
| +35% | +$299K | 1.1% | 19 |
|
|
2014
Q4 | $950K | Sell |
53,124
-18,526
| -26% | -$317K | 0.99% | 20 |
|
|
2014
Q3 | $1.22M | Buy |
71,650
+18,526
| +35% | +$295K | 1.28% | 19 |
|
|
2014
Q2 | $817K | Sell |
53,124
-18,531
| -26% | -$288K | 0.73% | 24 |
|
|
2014
Q1 | $1.23M | Sell |
71,655
-398
| -0.6% | -$6.7K | 0.84% | 28 |
|
|
2013
Q4 | $1.12M | Buy |
+72,053
| New | +$1.07M | 0.98% | 21 |
|
Other funds holding BAC
Plancorp LLC's BAC Position: Q2 2026 in Review
Plancorp LLC increased its Bank of America (BAC) stake by 6.3% in Q2 2026, buying an estimated $320K and bringing the position to 101,568 shares worth $6.04M. The position accounts for 0.15% of the portfolio, ranked #64.
Plancorp LLC first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Plancorp LLC held 101,568 shares of Bank of America worth $6.04M as of Q2 2026.
- Plancorp LLC bought 6,010 Bank of America shares in Q2 2026, an estimated $320K.
- Bank of America made up 0.15% of Plancorp LLC's portfolio in Q2 2026, its #64 holding.
- Plancorp LLC first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.