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Retirement Planning Company of New England’s Bank of America BAC Stock Holding History

Retirement Planning Company of New England’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 		$2.44M Sell
42,815
-181
-0.4% -$9.63K 0.88% 28
2026
Q1 		$2.1M Buy
42,996
+458
+1% +$23.6K 0.85% 25
2025
Q4 		$2.34M Sell
42,538
-1,223
-3% -$64.6K 0.94% 25
2025
Q3 		$2.26M Sell
43,761
-233
-0.5% -$11.4K 0.91% 23
2025
Q2 		$2.08M Sell
43,994
-749
-2% -$31.5K 0.93% 27
2025
Q1 		$1.87M Buy
44,743
+400
+0.9% +$17.8K 0.93% 24
2024
Q4 		$1.95M Sell
44,343
-634
-1% -$27.9K 0.95% 23
2024
Q3 		$1.78M Sell
44,977
-7,923
-15% -$318K 0.89% 26
2024
Q2 		$2.1M Sell
52,900
-1,100
-2% -$42.2K 1.15% 20
2024
Q1 		$2.05M Sell
54,000
-23,620
-30% -$811K 1.12% 19
2023
Q4 		$2.61M Buy
77,620
+3,444
+5% +$100K 1.18% 19
2023
Q3 		$2.03M Buy
74,176
+15,313
+26% +$453K 1.13% 19
2023
Q2 		$1.69M Buy
58,863
+95
+0.2% +$2.71K 0.97% 23
2023
Q1 		$1.68M Buy
58,768
+723
+1% +$23.9K 1.02% 21
2022
Q4 		$1.92M Sell
58,045
-1,025
-2% -$35.3K 1.25% 13
2022
Q3 		$1.78M Sell
59,070
-326
-0.5% -$10.9K 1.29% 14
2022
Q2 		$1.85M Sell
59,396
-1,491
-2% -$53.7K 1.26% 13
2022
Q1 		$2.51M Sell
60,887
-2,870
-5% -$129K 1.42% 12
2021
Q4 		$2.84M Buy
+63,757
New +$2.9M 1.38% 9

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Retirement Planning Company of New England's BAC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Bank of America (BAC) stake by 0.42% in Q2 2026, selling an estimated $9.63K and leaving 42,815 shares worth $2.44M. The position accounts for 0.88% of the portfolio, ranked #28.

Retirement Planning Company of New England first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Retirement Planning Company of New England held 42,815 shares of Bank of America worth $2.44M as of Q2 2026.
  • Retirement Planning Company of New England sold 181 Bank of America shares in Q2 2026, an estimated $9.63K.
  • Bank of America made up 0.88% of Retirement Planning Company of New England's portfolio in Q2 2026, its #28 holding.
  • Retirement Planning Company of New England first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Bank of America position peaked at $2.84M in Q4 2021.
  • 2,719 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.