SPAS
BAC icon

Spectrum Planning & Advisory Services’s Bank of America BAC Stock Holding History

Spectrum Planning & Advisory Services’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 		$214K Buy
+3,749
New +$199K 0.1% 107
2026
Q1 		– Sell
-3,719
Closed -$205K – 115
2025
Q4 		$205K Buy
+3,719
New +$197K 0.11% 111

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Spectrum Planning & Advisory Services's BAC Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Bank of America (BAC) in Q2 2026: 3,749 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: Spectrum Planning & Advisory Services previously reported a position in BAC as recently as Q4 2025.

Spectrum Planning & Advisory Services first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spectrum Planning & Advisory Services held 3,749 shares of Bank of America worth $214K as of Q2 2026.
  • Bank of America was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • Bank of America made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #107 holding.
  • Spectrum Planning & Advisory Services first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.