Strategic Planning Group’s Bank of America BAC Stock Holding History

Strategic Planning Group’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	$414K	Sell	7,269 -165	-2%	-$8.78K	0.05%	64
2026 Q1	$362K	Sell	7,434 -106,998	-94%	-$5.52M	0.05%	62
2025 Q4	$6.29M	Buy	114,432 +8,200	+8%	+$433K	0.81%	50
2025 Q3	$5.48M	Buy	106,232 +33,430	+46%	+$1.63M	0.74%	52
2025 Q2	$3.45M	Buy	72,802 +67,280	+1,218%	+$2.83M	0.56%	61
2025 Q1	$230K	Buy	5,522 +303	+6%	+$13.5K	0.05%	78
2024 Q4	$229K	Sell	5,219 -15,857	-75%	-$698K	0.04%	79
2024 Q3	$836K	Buy	21,076 +15,701	+292%	+$629K	0.16%	72
2024 Q2	$214K	Sell	5,375 -36,617	-87%	-$1.4M	0.05%	74
2024 Q1	$1.59M	Buy	41,992 +3,816	+10%	+$131K	0.4%	68
2023 Q4	$1.29M	Buy	+38,176	New	+$1.11M	0.43%	66

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Strategic Planning Group's BAC Position: Q2 2026 in Review

Strategic Planning Group reduced its Bank of America (BAC) stake by 2.2% in Q2 2026, selling an estimated $8.78K and leaving 7,269 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #64.

Strategic Planning Group first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29M in Q4 2025. 834 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Strategic Planning Group held 7,269 shares of Bank of America worth $414K as of Q2 2026.
Strategic Planning Group sold 165 Bank of America shares in Q2 2026, an estimated $8.78K.
Bank of America made up 0.05% of Strategic Planning Group's portfolio in Q2 2026, its #64 holding.
Strategic Planning Group first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Bank of America position peaked at $6.29M in Q4 2025.
834 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.