WealthPLAN Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $733K | Buy |
12,869
+964
| +8% | +$51.3K | 0.14% | 130 |
|
|
2026
Q1 | $580K | Buy |
11,905
+2,583
| +28% | +$133K | 0.11% | 147 |
|
|
2025
Q4 | $513K | Buy |
9,322
+1,259
| +16% | +$66.6K | 0.08% | 179 |
|
|
2025
Q3 | $416K | Sell |
8,063
-1,585
| -16% | -$77.3K | 0.06% | 188 |
|
|
2025
Q2 | $457K | Buy |
9,648
+399
| +4% | +$16.8K | 0.07% | 173 |
|
|
2025
Q1 | $386K | Buy |
9,249
+21
| +0.2% | +$936 | 0.05% | 190 |
|
|
2024
Q4 | $406K | Buy |
9,228
+479
| +5% | +$21.1K | 0.06% | 183 |
|
|
2024
Q3 | $347K | Sell |
8,749
-20,077
| -70% | -$805K | 0.05% | 220 |
|
|
2024
Q2 | $1.15M | Buy |
28,826
+717
| +3% | +$27.5K | 0.12% | 139 |
|
|
2024
Q1 | $1.07M | Buy |
28,109
+17,370
| +162% | +$596K | 0.11% | 148 |
|
|
2023
Q4 | $362K | Sell |
10,739
-2,833
| -21% | -$82.5K | 0.04% | 253 |
|
|
2023
Q3 | $372K | Buy |
13,572
+7,271
| +115% | +$215K | 0.04% | 242 |
|
|
2023
Q2 | $181K | Buy |
6,301
+723
| +13% | +$20.6K | 0.03% | 306 |
|
|
2023
Q1 | $160K | Sell |
5,578
-20,363
| -78% | -$672K | 0.02% | 347 |
|
|
2022
Q4 | $924K | Buy |
+25,941
| New | +$894K | 0.06% | 181 |
|
|
2022
Q1 | $720K | Buy |
20,180
+689
| +4% | +$31.1K | 0.05% | 207 |
|
|
2021
Q4 | $899K | Buy |
19,491
+146
| +0.8% | +$6.65K | 0.06% | 186 |
|
|
2021
Q3 | $865K | Buy |
19,345
+1,181
| +7% | +$47.6K | 0.06% | 182 |
|
|
2021
Q2 | $762K | Buy |
18,164
+596
| +3% | +$24.4K | 0.05% | 184 |
|
|
2021
Q1 | $721K | Sell |
17,568
-274
| -2% | -$9.46K | 0.06% | 179 |
|
|
2020
Q4 | $580K | Buy |
17,842
+115
| +0.6% | +$3.08K | 0.05% | 198 |
|
|
2020
Q3 | $473K | Sell |
17,727
-4,684
| -21% | -$117K | 0.05% | 202 |
|
|
2020
Q2 | $591K | Sell |
22,411
-981
| -4% | -$23.2K | 0.06% | 166 |
|
|
2020
Q1 | $507K | Buy |
23,392
+4,868
| +26% | +$146K | 0.07% | 153 |
|
|
2019
Q4 | $647K | Buy |
18,524
+3,707
| +25% | +$120K | 0.08% | 142 |
|
|
2019
Q3 | $486K | Buy |
14,817
+3,029
| +26% | +$87.1K | 0.07% | 153 |
|
|
2019
Q2 | $327K | Sell |
11,788
-11,266
| -49% | -$325K | 0.05% | 174 |
|
|
2019
Q1 | $652K | Buy |
23,054
+1,232
| +6% | +$34.8K | 0.1% | 132 |
|
|
2018
Q4 | $635K | Sell |
21,822
-6,340
| -23% | -$172K | 0.1% | 132 |
|
|
2018
Q3 | $771K | Buy |
28,162
+2,474
| +10% | +$75.3K | 0.14% | 112 |
|
|
2018
Q2 | $724K | Buy |
25,688
+152
| +0.6% | +$4.54K | 0.15% | 114 |
|
|
2018
Q1 | $766K | Buy |
25,536
+5,220
| +26% | +$164K | 0.17% | 111 |
|
|
2017
Q4 | $600K | Buy |
20,316
+475
| +2% | +$13.1K | 0.16% | 113 |
|
|
2017
Q3 | $503K | Sell |
19,841
-258
| -1% | -$6.26K | 0.14% | 111 |
|
|
2017
Q2 | $488K | Buy |
20,099
+17,050
| +559% | +$398K | 0.14% | 105 |
|
|
2017
Q1 | $70.6K | Buy |
+3,049
| New | +$72.4K | 0.25% | 78 |
|
|
2016
Q3 | $161K | Sell |
10,195
-13,908
| -58% | -$207K | 0.05% | 171 |
|
|
2016
Q2 | $102K | Buy |
+24,103
| New | +$339K | 0.01% | 609 |
|
|
2015
Q4 | $107K | Buy |
+35,846
| New | +$606K | 0.02% | 393 |
|
|
2015
Q2 | $474K | Buy |
27,894
+22,561
| +423% | +$372K | 0.21% | 62 |
|
|
2015
Q1 | $82K | Buy |
+5,333
| New | +$85.7K | 0.04% | 191 |
|
Other funds holding BAC
WealthPLAN Partners's BAC Position: Q2 2026 in Review
WealthPLAN Partners increased its Bank of America (BAC) stake by 8.1% in Q2 2026, buying an estimated $51.3K and bringing the position to 12,869 shares worth $733K. The position accounts for 0.14% of the portfolio, ranked #130.
WealthPLAN Partners first reported a position in BAC in Q1 2015 and has held it in 41 quarters since. The position peaked at $1.15M in Q2 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- WealthPLAN Partners held 12,869 shares of Bank of America worth $733K as of Q2 2026.
- WealthPLAN Partners bought 964 Bank of America shares in Q2 2026, an estimated $51.3K.
- Bank of America made up 0.14% of WealthPLAN Partners's portfolio in Q2 2026, its #130 holding.
- WealthPLAN Partners first reported a position in Bank of America in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's Bank of America position peaked at $1.15M in Q2 2024.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.