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 Q3	$346K	Sell	6,348 -921	-13%	-$56.1K	0.04%	65
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Strategic Planning Group's BAC Position: Q3 2026 in Review

Strategic Planning Group reduced its Bank of America (BAC) stake by 13% in Q3 2026, selling an estimated $56.1K and leaving 6,348 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #65.

Strategic Planning Group first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.29M in Q4 2025. 1,399 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Strategic Planning Group held 6,348 shares of Bank of America worth $346K as of Q3 2026.
Strategic Planning Group sold 921 Bank of America shares in Q3 2026, an estimated $56.1K.
Bank of America made up 0.04% of Strategic Planning Group's portfolio in Q3 2026, its #65 holding.
Strategic Planning Group first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Strategic Planning Group's Bank of America position peaked at $6.29M in Q4 2025.
1,399 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.