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Planned Solutions’s Bank of America BAC Stock Holding History

Planned Solutions’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 		$655K Buy
11,489
+328
+3% +$17.4K 0.19% 60
2026
Q1 		$544K Sell
11,161
-158
-1% -$8.15K 0.18% 65
2025
Q4 		$623K Buy
11,319
+1,012
+10% +$53.5K 0.2% 61
2025
Q3 		$532K Hold
10,307
– – 0.18% 61
2025
Q2 		$488K Buy
10,307
+285
+3% +$12K 0.19% 62
2025
Q1 		$418K Buy
10,022
+2,324
+30% +$104K 0.17% 65
2024
Q4 		$338K Hold
7,698
– – 0.14% 70
2024
Q3 		$305K Buy
7,698
+281
+4% +$11.3K 0.12% 71
2024
Q2 		$295K Hold
7,417
– – 0.14% 68
2024
Q1 		$281K Hold
7,417
– – 0.14% 70
2023
Q4 		$250K Buy
+7,417
New +$216K 0.12% 69
2023
Q3 		– Sell
-7,237
Closed -$208K – 81
2023
Q2 		$208K Hold
7,237
– – 0.12% 75
2023
Q1 		$207K Hold
7,237
– – 0.13% 73
2022
Q4 		$240K Hold
7,237
– – 0.18% 59
2022
Q3 		$219K Hold
7,237
– – 0.18% 59
2022
Q2 		$225K Hold
7,237
– – 0.21% 55
2022
Q1 		$298K Hold
7,237
– – 0.21% 51
2021
Q4 		$322K Buy
+7,237
New +$330K 0.22% 54
2021
Q2 		$298K Hold
7,237
– – 0.21% 50
2021
Q1 		$280K Buy
7,237
+2,750
+61% +$94.9K 0.22% 50
2020
Q4 		$136K Hold
4,487
– – 0.11% 77
2020
Q3 		$108K Buy
+4,487
New +$112K 0.11% 76

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Planned Solutions's BAC Position: Q2 2026 in Review

Planned Solutions increased its Bank of America (BAC) stake by 2.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 11,489 shares worth $655K. The position accounts for 0.19% of the portfolio, ranked #60.

Planned Solutions first reported a position in BAC in Q3 2020 and has held it in 22 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Planned Solutions held 11,489 shares of Bank of America worth $655K as of Q2 2026.
  • Planned Solutions bought 328 Bank of America shares in Q2 2026, an estimated $17.4K.
  • Bank of America made up 0.19% of Planned Solutions's portfolio in Q2 2026, its #60 holding.
  • Planned Solutions first reported a position in Bank of America in Q3 2020 and has held it in 22 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.