Planning Alternatives’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Planning Alternatives's BAC Position: Q2 2026 in Review
Planning Alternatives increased its Bank of America (BAC) stake by 22% in Q2 2026, buying an estimated $49.1K and bringing the position to 5,121 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #94.
Planning Alternatives first reported a position in BAC in Q1 2025 and has held it in 4 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Planning Alternatives held 5,121 shares of Bank of America worth $292K as of Q2 2026.
- Planning Alternatives bought 924 Bank of America shares in Q2 2026, an estimated $49.1K.
- Bank of America made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #94 holding.
- Planning Alternatives first reported a position in Bank of America in Q1 2025 and has held it in 4 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.