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Bank of America Corporation shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $1.7M 58k 28.99
2019-03-31 $1.2M 42k 27.60
2018-12-31 $1.0M 42k 24.63

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation