St. Louis Financial Planners Asset Management’s Bank of America BAC Stock Holding History

St. Louis Financial Planners Asset 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	–	Sell	-50,972	Closed	-$2.48M	–	31
2026 Q1	$2.48M	Sell	50,972 -877	-2%	-$45.3K	1.41%	27
2025 Q4	$2.85M	Sell	51,849 -4,172	-7%	-$221K	1.75%	28
2025 Q3	$2.89M	Sell	56,021 -1,935	-3%	-$94.4K	1.86%	22
2025 Q2	$2.74M	Buy	+57,956	New	+$2.44M	2.09%	15
2024 Q3	–	Sell	-46,099	Closed	-$1.84M	–	34
2024 Q2	$1.84M	Sell	46,099 -2,932	-6%	-$112K	1.59%	26
2024 Q1	$1.84M	Sell	49,031 -14,381	-23%	-$494K	1.65%	25
2023 Q4	$2.14M	Buy	+63,412	New	+$1.85M	1.99%	9
2023 Q3	–	Sell	-52,425	Closed	-$1.5M	–	22
2023 Q2	$1.5M	Buy	52,425 +212	+0.4%	+$6.05K	1.51%	28
2023 Q1	$1.49M	Buy	+52,213	New	+$1.72M	1.7%	30

Other funds holding BAC

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

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

St. Louis Financial Planners Asset Management's BAC Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of Bank of America (BAC) in Q2 2026, closing a stake of 50,972 shares — an estimated $2.48M sold.

St. Louis Financial Planners Asset Management first reported a position in BAC in Q1 2023 and held it in 9 quarters. The position peaked at $2.89M in Q3 2025. 1,748 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

St. Louis Financial Planners Asset Management reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 50,972 Bank of America shares in Q2 2026, an estimated $2.48M.
St. Louis Financial Planners Asset Management first reported a position in Bank of America in Q1 2023 and held it in 9 quarters.
St. Louis Financial Planners Asset Management's Bank of America position peaked at $2.89M in Q3 2025.
1,748 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.