Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q1 2026 holdings

Shares (Q1 2026): 61,066
Value: $2.98M
% of portfolio: 0.4%
Quarters held: 21; Since Q1 2021

Holdings of BAC by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	61,066	$2.98M	0.4%	−1,273−2.0%	Reduced	Holders
Q4 2025	62,339	$3.43M	0.5%	+7,642+14.0%	Added	Holders
Q3 2025	54,697	$2.82M	0.4%	+33,337+156.1%	Added	Holders
Q2 2025	21,360	$1.01M	0.1%	+679+3.3%	Added	Holders
Q1 2025	20,681	$863.0K	0.1%	+3,737+22.1%	Added	Holders
Q4 2024	16,944	$744.7K	0.1%	+40+0.2%	Added	Holders
Q3 2024	16,904	$670.8K	0.1%	−22−0.1%	Reduced	Holders
Q2 2024	16,926	$673.1K	0.1%	−1,747−9.4%	Reduced	Holders
Q1 2024	18,673	$708.1K	0.1%	+437+2.4%	Added	Holders
Q4 2023	18,236	$614.0K	0.1%	+8,837+94.0%	Added	Holders
Q3 2023	9,399	$257.3K	0.1%	−2,635−21.9%	Reduced	Holders
Q2 2023	12,034	$345.3K	0.1%	+2,221+22.6%	Added	Holders
Q1 2023	9,813	$280.7K	0.1%	−1,215−11.0%	Reduced	Holders
Q4 2022	11,028	$365.2K	0.1%	−3,092−21.9%	Reduced	Holders
Q3 2022	14,120	$426.0K	0.1%	+194+1.4%	Added	Holders
Q2 2022	13,926	$434.0K	0.1%	−3,264−19.0%	Reduced	Holders
Q1 2022	17,190	$709.0K	0.2%	−1,137−6.2%	Reduced	Holders
Q4 2021	18,327	$815.0K	0.2%	−872−4.5%	Reduced	Holders
Q3 2021	19,199	$815.0K	0.2%	+971+5.3%	Added	Holders
Q2 2021	18,228	$752.0K	0.2%	−26−0.1%	Reduced	Holders
Q1 2021	18,254	$706.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.