Retirement Planning Group, LLC
PensionPosition in BAC — Bank Of America Corp /De/
CIK 1508195
LEAWOOD, KS
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$945,469
+$195,304 QoQ
Shares Held
16,593
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,976
of 3,594 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $6,405,192 across 6 Banks - Diversified names. BAC ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,597 | $3,468,716 | |
| 2 | BNS |
Bank Of Nova Scotia
|
11,050 | $959,582 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
16,593 | $945,469 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,775 | $401,292 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,872 | $319,982 | |
| 6 | C |
Citigroup Inc
|
2,216 | $310,151 |
All Filings in BAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,469 | 16,593 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $750,165 | 15,388 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $831,325 | 15,115 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $738,098 | 14,307 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $515,314 | 10,890 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $306,924 | 7,355 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $340,216 | 7,741 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $304,424 | 7,672 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $201,872 | 5,076 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $224,903 | 5,931 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||