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Prosperity Planning’s Bank of America BAC Stock Holding History

Prosperity Planning’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 		– Sell
-4,956
Closed -$282K – 121
2026
Q2 		$282K Buy
+4,956
New +$264K 0.06% 103

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Prosperity Planning's BAC Position: Q3 2026 in Review

Prosperity Planning sold out of Bank of America (BAC) in Q3 2026, closing a stake of 4,956 shares — an estimated $282K sold.

Prosperity Planning first reported a position in BAC in Q2 2026 and held it in 1 quarter. The position peaked at $282K in Q2 2026. 446 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Prosperity Planning reported no remaining Bank of America position as of Q3 2026 after selling out during the quarter.
  • Prosperity Planning sold 4,956 Bank of America shares in Q3 2026, an estimated $282K.
  • Prosperity Planning first reported a position in Bank of America in Q2 2026 and held it in 1 quarter.
  • Prosperity Planning's Bank of America position peaked at $282K in Q2 2026.
  • 446 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.