Retirement Planning Co of New England, Inc.

Pension

Position in BAC — Bank Of America Corp /De/

CIK 1817693 Warwick, RI

Position in BAC

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

Position Value

$2,439,598

+$343,543 QoQ

Shares Held

42,815

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,348

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $7,023,091 across 5 Banks - Diversified names. BAC ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	42,815	$2,439,598
2	WFC	Wells Fargo & Company/Mn	18,393	$1,519,997
3	JPM	Jpmorgan Chase & Co	4,493	$1,470,693
4	C	Citigroup Inc	9,817	$1,373,987
5	TD	Toronto Dominion Bank	1,802	$218,816

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,439,598	42,815	-0.4%	Shares	Sole	2026-07-30
2026-03-31	$2,096,055	42,996	+1.1%	Shares	Sole	2026-05-08
2025-12-31	$2,339,590	42,538	-2.8%	Shares	Sole	2026-01-28
2025-09-30	$2,257,629	43,761	-0.5%	Shares	Sole	2025-11-03
2025-06-30	$2,081,796	43,994	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$1,867,125	44,743	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$1,948,874	44,343	-1.4%	Shares	Sole	2025-02-10
2024-09-30	$1,784,687	44,977	-15.0%	Shares	Sole	2024-11-12
2024-06-30	$2,103,833	52,900	-2.0%	Shares	Sole	2024-08-08
2024-03-31	$2,047,680	54,000	-30.4%	Shares	Sole	2024-05-06
2023-12-31	$2,613,465	77,620	+4.6%	Shares	Sole	2024-02-12
2023-09-30	$2,030,938	74,176	+26.0%	Shares	Sole	2023-11-13
2023-06-30	$1,688,779	58,863	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$1,680,764	58,768	+1.2%	Shares	Sole	2023-04-21
2022-12-31	$1,922,450	58,045	-1.7%	Shares	Sole	2023-02-03
2022-09-30	$1,783,914	59,070	-0.5%	Shares	Sole	2022-10-19
2022-06-30	$1,848,997	59,396	-2.4%	Shares	Sole	2022-08-12
2022-03-31	$2,509,762	60,887	-4.5%	Shares	Sole	2022-05-06
2021-12-31	$2,836,548	63,757	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.