SEC 13F Intelligence

Asset Planning,Inc / BAC

Asset Planning,Inc’s Bank America Corp Position

Does Asset Planning,Inc own Bank America Corp (BAC)? Yes — 55.7K shares worth $3M (+1.98% of its 13F portfolio) as of Q1 2026, down from 56.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
55.7K
% of Portfolio
+1.98%
Quarters Held
6
currently held

Position History BAC

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.7K$3M+1.98%
Q4 202556.9K$2M+1.68%
Q3 202558.9K$3M+1.90%
Q2 202559.0K$3M+1.94%
Q1 202559.4K$3M+2.10%
Q4 202462.7K$3M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of BAC.