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Sequent Planning’s Bank of America BAC Stock Holding History

Sequent 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
Q2 		$555K Buy
9,746
+1,413
+17% +$75.1K 0.12% 141
2026
Q1 		$406K Buy
8,333
+101
+1% +$5.21K 0.1% 146
2025
Q4 		$453K Sell
8,232
-8
-0.1% -$423 0.12% 130
2025
Q3 		$425K Sell
8,240
-52
-0.6% -$2.54K 0.12% 131
2025
Q2 		$392K Buy
8,292
+124
+2% +$5.22K 0.12% 106
2025
Q1 		$341K Sell
8,168
-223
-3% -$9.94K 0.12% 106
2024
Q4 		$369K Sell
8,391
-681
-8% -$30K 0.14% 102
2024
Q3 		$360K Sell
9,072
-41
-0.4% -$1.64K 0.12% 108
2024
Q2 		$365K Sell
9,113
-564
-6% -$21.6K 0.12% 103
2024
Q1 		$367K Buy
+9,677
New +$332K 0.13% 100

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequent Planning's BAC Position: Q2 2026 in Review

Sequent Planning increased its Bank of America (BAC) stake by 17% in Q2 2026, buying an estimated $75.1K and bringing the position to 9,746 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #141.

Sequent Planning first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sequent Planning held 9,746 shares of Bank of America worth $555K as of Q2 2026.
  • Sequent Planning bought 1,413 Bank of America shares in Q2 2026, an estimated $75.1K.
  • Bank of America made up 0.12% of Sequent Planning's portfolio in Q2 2026, its #141 holding.
  • Sequent Planning first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.