Spartan Planning & Wealth Management’s Bank of America BAC Stock Holding History

Spartan Planning & Wealth Management’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	$661K	Buy	+11,599	New	+$617K	0.44%	41
2026 Q1	–	Sell	-14,321	Closed	-$788K	–	72
2025 Q4	$788K	Buy	14,321 +1,938	+16%	+$102K	0.58%	32
2025 Q3	$639K	Sell	12,383 -2,308	-16%	-$113K	0.5%	35
2025 Q2	$695K	Buy	14,691 +7,144	+95%	+$301K	0.6%	33
2025 Q1	$315K	Sell	7,547 -7,710	-51%	-$344K	0.31%	50
2024 Q4	$671K	Buy	+15,257	New	+$671K	0.61%	34
2023 Q4	$285K	Buy	8,465 +8,458	+120,829%	+$246K	0.3%	41
2023 Q3	$192	Buy	+7	New	+$207	﹤0.01%	149
2022 Q4	–	Sell	-6	Closed	–	–	166
2022 Q3	$0	Hold	6	–	–	﹤0.01%	75
2022 Q2	$0	Sell	6 -2,035	-100%	-$73.3K	﹤0.01%	96
2022 Q1	$84K	Buy	+2,041	New	+$92.1K	0.11%	71

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Spartan Planning & Wealth Management's BAC Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 11,599 shares worth $661K. The stake represents 0.44% of the portfolio and ranks #41 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in BAC as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in BAC in Q1 2022 and has held it in 11 quarters since. The position peaked at $788K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Spartan Planning & Wealth Management held 11,599 shares of Bank of America worth $661K as of Q2 2026.
Bank of America was a new Spartan Planning & Wealth Management position in Q2 2026.
Bank of America made up 0.44% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #41 holding.
Spartan Planning & Wealth Management first reported a position in Bank of America in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's Bank of America position peaked at $788K in Q4 2025.
1,249 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.