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Treasure Coast Financial Planning’s Bank of America BAC Stock Holding History

Treasure Coast Financial Planning’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
-4,284
Closed -$209K – 49
2026
Q1 		$209K Buy
4,284
+1
+0% +$52 0.11% 45
2025
Q4 		$236K Buy
+4,283
New +$226K 0.13% 40

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Treasure Coast Financial Planning's BAC Position: Q2 2026 in Review

Treasure Coast Financial Planning sold out of Bank of America (BAC) in Q2 2026, closing a stake of 4,284 shares — an estimated $209K sold.

Treasure Coast Financial Planning first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Treasure Coast Financial Planning reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 4,284 Bank of America shares in Q2 2026, an estimated $209K.
  • Treasure Coast Financial Planning first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Treasure Coast Financial Planning's Bank of America position peaked at $236K in Q4 2025.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.