Retirement Planning Group (Kansas)’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $750K | Buy |
15,388
+273
| +2% | +$14.1K | 0.02% | 235 |
|
|
2025
Q4 | $831K | Buy |
15,115
+808
| +6% | +$42.7K | 0.03% | 207 |
|
|
2025
Q3 | $738K | Buy |
14,307
+3,417
| +31% | +$167K | 0.03% | 215 |
|
|
2025
Q2 | $515K | Buy |
10,890
+3,535
| +48% | +$149K | 0.02% | 211 |
|
|
2025
Q1 | $307K | Sell |
7,355
-386
| -5% | -$17.2K | 0.01% | 252 |
|
|
2024
Q4 | $340K | Buy |
7,741
+69
| +0.9% | +$3.04K | 0.02% | 224 |
|
|
2024
Q3 | $304K | Buy |
7,672
+2,596
| +51% | +$104K | 0.02% | 227 |
|
|
2024
Q2 | $202K | Sell |
5,076
-855
| -14% | -$32.8K | 0.01% | 228 |
|
|
2024
Q1 | $225K | Buy |
+5,931
| New | +$204K | 0.02% | 205 |
|
|
2019
Q2 | – | Sell |
-9,740
| Closed | -$269K | – | 66 |
|
|
2019
Q1 | $269K | Sell |
9,740
-236
| -2% | -$6.67K | 0.06% | 58 |
|
|
2018
Q4 | $246K | Buy |
9,976
+417
| +4% | +$11.3K | 0.07% | 58 |
|
|
2018
Q3 | $282K | Buy |
9,559
+800
| +9% | +$24.4K | 0.07% | 43 |
|
|
2018
Q2 | $247K | Hold |
8,759
| – | – | 0.07% | 48 |
|
|
2018
Q1 | $263K | Buy |
8,759
+1
| +0% | +$31 | 0.07% | 46 |
|
|
2017
Q4 | $259K | Hold |
8,758
| – | – | 0.07% | 45 |
|
|
2017
Q3 | $222K | Sell |
8,758
-2,500
| -22% | -$60.7K | 0.06% | 46 |
|
|
2017
Q2 | $273K | Sell |
11,258
-58
| -0.5% | -$1.35K | 0.08% | 43 |
|
|
2017
Q1 | $267K | Buy |
11,316
+159
| +1% | +$3.77K | 0.08% | 45 |
|
|
2016
Q4 | $247K | Buy |
11,157
+125
| +1% | +$2.41K | 0.08% | 44 |
|
|
2016
Q3 | $173K | Hold |
11,032
| – | – | 0.06% | 51 |
|
|
2016
Q2 | $146K | Buy |
11,032
+1
| +0% | +$14 | 0.05% | 55 |
|
|
2016
Q1 | $149K | Sell |
11,031
-2,500
| -18% | -$33.7K | 0.05% | 56 |
|
|
2015
Q4 | $228K | Hold |
13,531
| – | – | 0.08% | 50 |
|
|
2015
Q3 | $211K | Buy |
13,531
+73
| +0.5% | +$1.23K | 0.09% | 52 |
|
|
2015
Q2 | $229K | Hold |
13,458
| – | – | 0.09% | 56 |
|
|
2015
Q1 | $207K | Sell |
13,458
-650
| -5% | -$10.4K | 0.08% | 60 |
|
|
2014
Q4 | $252K | Hold |
14,108
| – | – | 0.08% | 54 |
|
|
2014
Q3 | $241K | Sell |
14,108
-50
| -0.4% | -$796 | 0.08% | 59 |
|
|
2014
Q2 | $218K | Hold |
14,158
| – | – | 0.07% | 65 |
|
|
2014
Q1 | $244K | Hold |
14,158
| – | – | 0.08% | 61 |
|
|
2013
Q4 | $220K | Sell |
14,158
-7,263
| -34% | -$108K | 0.08% | 65 |
|
|
2013
Q3 | $296K | Buy |
21,421
+2
| +0% | +$29 | 0.11% | 66 |
|
|
2013
Q2 | $275K | Buy |
+21,419
| New | +$273K | 0.11% | 68 |
|
Other funds holding BAC
VCM
VPM
Retirement Planning Group (Kansas)'s BAC Position: Q1 2026 in Review
Retirement Planning Group (Kansas) increased its Bank of America (BAC) stake by 1.8% in Q1 2026, buying an estimated $14.1K and bringing the position to 15,388 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #235.
Retirement Planning Group (Kansas) first reported a position in BAC in Q2 2013 and has held it in 33 quarters since. The position peaked at $831K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Retirement Planning Group (Kansas) held 15,388 shares of Bank of America worth $750K as of Q1 2026.
- Retirement Planning Group (Kansas) bought 273 Bank of America shares in Q1 2026, an estimated $14.1K.
- Bank of America made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #235 holding.
- Retirement Planning Group (Kansas) first reported a position in Bank of America in Q2 2013 and has held it in 33 quarters since.
- Retirement Planning Group (Kansas)'s Bank of America position peaked at $831K in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.