XY Planning Network’s Bank of America BAC Stock Holding History

XY Planning Network’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	$227K	Buy	+3,978	New	+$212K	0.03%	321

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's BAC Position: Q2 2026 in Review

XY Planning Network opened a new position in Bank of America (BAC) in Q2 2026: 3,978 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings.

1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

XY Planning Network held 3,978 shares of Bank of America worth $227K as of Q2 2026.
Bank of America was a new XY Planning Network position in Q2 2026.
Bank of America made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #321 holding.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.