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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

BAC holding history

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

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
11,489
Value
$654.6K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of BAC by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,489$654.6K0.2%+328+2.9%AddedHolders
Q1 202611,161$544.1K0.2%−158−1.4%ReducedHolders
Q4 202511,319$622.5K0.2%+1,012+9.8%AddedHolders
Q3 202510,307$531.7K0.2%00.0%UnchangedHolders
Q2 202510,307$487.7K0.2%+285+2.8%AddedHolders
Q1 202510,022$418.2K0.2%+2,324+30.2%AddedHolders
Q4 20247,698$338.3K0.1%00.0%UnchangedHolders
Q3 20247,698$305.5K0.1%+281+3.8%AddedHolders
Q2 20247,417$295.0K0.1%00.0%UnchangedHolders
Q1 20247,417$281.3K0.1%00.0%UnchangedHolders
Q4 20237,417$249.7K0.1%+7,417NewHolders
Q3 20230$00.0%−7,237−100.0%Sold outHolders
Q2 20237,237$207.6K0.1%00.0%UnchangedHolders
Q1 20237,237$207.0K0.1%00.0%UnchangedHolders
Q4 20227,237$239.7K0.2%00.0%UnchangedHolders
Q3 20227,237$219.0K0.2%00.0%UnchangedHolders
Q2 20227,237$225.0K0.2%00.0%UnchangedHolders
Q1 20227,237$298.0K0.2%00.0%UnchangedHolders
Q4 20217,237$322.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20217,237$298.0K0.2%00.0%UnchangedHolders
Q1 20217,237$280.0K0.2%––Holders

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