Cornerstone Planning, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1802105 CHARLOTTE, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,026,665

-$2,364,872 QoQ

Shares Held

18,018

-74.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,909

of 3,589 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning, LLC holds $7,618,656 across 3 Banks - Diversified names. BAC ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,666	$4,473,291
2	HSBC	Hsbc Holdings PLC	22,281	$2,118,700
3	BAC	Bank Of America Corp /De/ This page	18,018	$1,026,665

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,665	18,018	-74.1%	Shares	Sole	2026-07-30
2026-03-31	$3,391,537	69,570	-10.2%	Shares	Sole	2026-05-11
2025-12-31	$4,259,640	77,448	+55.5%	Shares	Sole	2026-03-17
2024-12-31	$2,189,149	49,810	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.