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United Financial Planning Group’s Bank of America BAC Stock Holding History

United Financial 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 		$91.6K Hold
1,607
– – 0.05% 78
2026
Q1 		$78.3K Buy
1,607
+329
+26% +$17K 0.05% 72
2025
Q4 		$70.3K Hold
1,278
– – 0.04% 75
2025
Q3 		$65.9K Buy
+1,278
New +$62.3K 0.04% 72

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's BAC Position: Q2 2026 in Review

United Financial Planning Group held its Bank of America (BAC) position steady in Q2 2026 at 1,607 shares worth $91.6K. The position accounts for 0.05% of the portfolio, ranked #78.

United Financial Planning Group first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • United Financial Planning Group held 1,607 shares of Bank of America worth $91.6K as of Q2 2026.
  • United Financial Planning Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.05% of United Financial Planning Group's portfolio in Q2 2026, its #78 holding.
  • United Financial Planning Group first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.