Planning Solutions Group »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Citadel Advisors
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation