Planning Strategies
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Planning Strategies’s Bank of America BAC Stock Holding History

Planning Strategies’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 		$45.2K Buy
830
+21
+3% +$1.28K 0.03% 169
2026
Q2 		$46.1K Buy
+809
New +$43K 0.03% 164

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Planning Strategies's BAC Position: Q3 2026 in Review

Planning Strategies increased its Bank of America (BAC) stake by 2.6% in Q3 2026, buying an estimated $1.28K and bringing the position to 830 shares worth $45.2K. The position accounts for 0.03% of the portfolio, ranked #169.

Planning Strategies first reported a position in BAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $46.1K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Planning Strategies held 830 shares of Bank of America worth $45.2K as of Q3 2026.
  • Planning Strategies bought 21 Bank of America shares in Q3 2026, an estimated $1.28K.
  • Bank of America made up 0.03% of Planning Strategies's portfolio in Q3 2026, its #169 holding.
  • Planning Strategies first reported a position in Bank of America in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Bank of America position peaked at $46.1K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.