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Valtinson Bruner Financial Planning’s Bank of America BAC Stock Holding History

Valtinson Bruner 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 		$341K Sell
5,985
-37
-0.6% -$1.97K 0.09% 119
2026
Q1 		$294K Buy
6,022
+37
+0.6% +$1.91K 0.08% 125
2025
Q4 		$329K Hold
5,985
– – 0.09% 110
2025
Q3 		$309K Hold
5,985
– – 0.09% 117
2025
Q2 		$283K Buy
5,985
+300
+5% +$12.6K 0.09% 117
2025
Q1 		$237K Sell
5,685
-216
-4% -$9.63K 0.08% 119
2024
Q4 		$259K Buy
5,901
+1
+0% +$44 0.09% 124
2024
Q3 		$234K Buy
5,900
+1
+0% +$40 0.08% 125
2024
Q2 		$235K Buy
5,899
+3
+0.1% +$115 0.09% 112
2024
Q1 		$224K Buy
+5,896
New +$202K 0.1% 112
2023
Q2 		– Sell
-9,033
Closed -$258K – 111
2023
Q1 		$258K Sell
9,033
-1,325
-13% -$43.7K 0.15% 102
2022
Q4 		$349K Buy
10,358
+73
+0.7% +$2.51K 0.2% 87
2022
Q3 		$311K Buy
10,285
+5
+0% +$167 0.19% 80
2022
Q2 		$320K Buy
10,280
+62
+0.6% +$2.23K 0.2% 73
2022
Q1 		$384K Buy
10,218
+3
+0% +$135 0.22% 70
2021
Q4 		$454K Buy
10,215
+36
+0.4% +$1.64K 0.25% 68
2021
Q3 		$479K Sell
10,179
-233
-2% -$9.39K 0.26% 63
2021
Q2 		$395K Buy
10,412
+3
+0% +$123 0.23% 65
2021
Q1 		$403K Buy
10,409
+4
+0% +$138 0.24% 57
2020
Q4 		$342K Buy
10,405
+246
+2% +$6.59K 0.21% 59
2020
Q3 		$245K Buy
10,159
+1,020
+11% +$25.4K 0.17% 67
2020
Q2 		$239K Hold
9,139
– – 0.17% 70
2020
Q1 		$210K Hold
9,139
– – 0.17% 66
2019
Q4 		$318K Sell
9,139
-17
-0.2% -$549 0.23% 54
2019
Q3 		$265K Buy
9,156
+17
+0.2% +$489 0.22% 57
2019
Q2 		$265K Hold
9,139
– – 0.22% 42
2019
Q1 		$252K Sell
9,139
-50
-0.5% -$1.41K 0.22% 40
2018
Q4 		$226K Buy
+9,189
New +$249K 0.24% 34

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

Valtinson Bruner Financial Planning's BAC Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Bank of America (BAC) stake by 0.61% in Q2 2026, selling an estimated $1.97K and leaving 5,985 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #119.

Valtinson Bruner Financial Planning first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $479K in Q3 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Valtinson Bruner Financial Planning held 5,985 shares of Bank of America worth $341K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 37 Bank of America shares in Q2 2026, an estimated $1.97K.
  • Bank of America made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #119 holding.
  • Valtinson Bruner Financial Planning first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • Valtinson Bruner Financial Planning's Bank of America position peaked at $479K in Q3 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.