PlanVest Financial’s Bank of America BAC Stock Holding History

PlanVest Financial’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	$181K	Buy	3,178 +11	+0.3%	+$585	0.12%	108
2026 Q1	$154K	Buy	+3,167	New	+$163K	0.12%	107

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's BAC Position: Q2 2026 in Review

PlanVest Financial increased its Bank of America (BAC) stake by 0.35% in Q2 2026, buying an estimated $585 and bringing the position to 3,178 shares worth $181K. The position accounts for 0.12% of the portfolio, ranked #108.

PlanVest Financial first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

PlanVest Financial held 3,178 shares of Bank of America worth $181K as of Q2 2026.
PlanVest Financial bought 11 Bank of America shares in Q2 2026, an estimated $585.
Bank of America made up 0.12% of PlanVest Financial's portfolio in Q2 2026, its #108 holding.
PlanVest Financial first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.