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WealthPlan Investment Management’s Bank of America BAC Stock Holding History

WealthPlan Investment Management’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 		$2.33M Sell
40,909
-14,437
-26% -$768K 0.12% 149
2026
Q1 		$2.7M Buy
55,346
+15,855
+40% +$818K 0.15% 130
2025
Q4 		$2.17M Buy
39,491
+25,888
+190% +$1.37M 0.14% 133
2025
Q3 		$702K Buy
13,603
+247
+2% +$12.1K 0.05% 202
2025
Q2 		$632K Buy
13,356
+1,414
+12% +$59.5K 0.05% 218
2025
Q1 		$498K Buy
11,942
+74
+0.6% +$3.3K 0.05% 172
2024
Q4 		$522K Sell
11,868
-23,398
-66% -$1.03M 0.05% 167
2024
Q3 		$1.4M Buy
35,266
+19,013
+117% +$762K 0.14% 113
2024
Q2 		$646K Buy
16,253
+141
+0.9% +$5.4K 0.1% 109
2024
Q1 		$611K Buy
16,112
+80
+0.5% +$2.75K 0.09% 113
2023
Q4 		$540K Hold
16,032
– – 0.09% 120
2023
Q3 		$439K Buy
16,032
+15,815
+7,288% +$468K 0.08% 118
2023
Q2 		$6.23K Sell
217
-15,737
-99% -$449K ﹤0.01% 289
2023
Q1 		$456K Sell
15,954
-9,987
-38% -$330K 0.08% 121
2022
Q4 		$925K Buy
25,941
+1,939
+8% +$66.8K 0.06% 181
2022
Q3 		$786K Buy
+24,002
New +$802K 0.06% 185
2022
Q1 		$720K Buy
+20,180
New +$911K 0.05% 207

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthPlan Investment Management's BAC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Bank of America (BAC) stake by 26% in Q2 2026, selling an estimated $768K and leaving 40,909 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #149.

WealthPlan Investment Management first reported a position in BAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.7M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • WealthPlan Investment Management held 40,909 shares of Bank of America worth $2.33M as of Q2 2026.
  • WealthPlan Investment Management sold 14,437 Bank of America shares in Q2 2026, an estimated $768K.
  • Bank of America made up 0.12% of WealthPlan Investment Management's portfolio in Q2 2026, its #149 holding.
  • WealthPlan Investment Management first reported a position in Bank of America in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Bank of America position peaked at $2.7M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.