Center for Financial Planning, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1803557
SOUTHFIED, MI
Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$240,284
+$14,231 QoQ
Shares Held
4,217
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,135
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $6,139,685 across 5 Banks - Diversified names. BAC ranks #2 (3.9% of the industry book) .
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,284 | 4,217 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $226,053 | 4,637 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $255,035 | 4,637 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $254,803 | 4,939 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $233,713 | 4,939 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $201,931 | 4,839 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $220,453 | 5,016 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $208,359 | 5,251 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $195,708 | 4,921 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $186,604 | 4,921 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $149,730 | 4,447 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $121,758 | 4,447 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $95,738 | 3,337 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $95,438 | 3,337 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $64,915 | 1,960 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $59,192 | 1,960 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $61,014 | 1,960 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $81,203 | 1,970 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $74,298 | 1,670 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $69,618 | 1,640 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $67,617 | 1,640 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $44,106 | 1,140 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $34,553 | 1,140 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $39,025 | 1,620 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,075 | 1,140 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $28,894 | 1,361 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||