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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
Q3 		$625K Hold
11,489
– – 0.17% 61
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Planned Solutions's BAC Position: Q3 2026 in Review

Planned Solutions held its Bank of America (BAC) position steady in Q3 2026 at 11,489 shares worth $625K. The position accounts for 0.17% of the portfolio, ranked #61.

Planned Solutions first reported a position in BAC in Q3 2020 and has held it in 23 quarters since. The position peaked at $655K in Q2 2026. 691 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Planned Solutions held 11,489 shares of Bank of America worth $625K as of Q3 2026.
  • Planned Solutions left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.17% of Planned Solutions's portfolio in Q3 2026, its #61 holding.
  • Planned Solutions first reported a position in Bank of America in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Bank of America position peaked at $655K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.