Back to BAC-PS
Larry Mathis Financial Planning, LLC → BAC-PS
Larry Mathis Financial Planning, LLC BAC-PS Position History
BAC-PS
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 21.3K | — | — |
| Q2 2026 | $1.3M | 22.7K | — | — |
| Q2 2026 | $1.3M | 22.7K | — | — |
| Q1 2026 | $1.1M | 23.0K | — | — |
| Q4 2025 | $1.3M | 23.4K | — | — |
Other funds holding BAC-PS
$17.6B
$17.1B
$17.1B
$17.1B
$15.2B
$15.2B