Cornerstone Planning Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 1822587 FAIRFIELD, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$179,088

+$23,478 QoQ

Shares Held

3,143

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,312

of 3,605 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. BAC ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/ This page	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,088	3,143	-1.5%	Shares	Sole	2026-07-29
2026-03-31	$155,610	3,192	+10.4%	Shares	Sole	2026-05-06
2025-12-31	$159,005	2,891	-21.6%	Shares	Sole	2026-02-02
2025-09-30	$190,315	3,689	+30.8%	Shares	Sole	2025-11-04
2025-06-30	$133,442	2,820	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$117,052	2,805	+55.7%	Shares	Sole	2025-04-30
2024-12-31	$79,153	1,801	+6.0%	Shares	Sole	2025-01-29
2024-09-30	$67,416	1,699	-54.9%	Shares	Sole	2024-11-05
2024-06-30	$149,893	3,769	+368.2%	Shares	Sole	2024-08-13
2024-03-31	$30,525	805	-5.7%	Shares	Sole	2024-05-07
2023-12-31	$28,754	854	-8.2%	Shares	Sole	2024-02-12
2023-09-30	$25,463	930	-34.2%	Shares	Sole	2023-11-08
2023-06-30	$40,538	1,413	-32.0%	Shares	Sole	2023-08-15
2022-12-31	$68,856	2,079	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.