Planning Strategies Inc.’s Bank of America BAC Stock Holding History

Planning Strategies Inc.’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	$46.1K	Buy	+809	New	+$43K	0.03%	164

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s BAC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Bank of America (BAC) in Q2 2026: 809 shares worth $46.1K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Planning Strategies Inc. held 809 shares of Bank of America worth $46.1K as of Q2 2026.
Bank of America was a new Planning Strategies Inc. position in Q2 2026.
Bank of America made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #164 holding.
1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.