Congress Park Capital’s Bank of America BAC Stock Holding History

Congress Park Capital’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Hold	4,395	–	–	0.07%	115
2026 Q1	$214K	Hold	4,395	–	–	0.07%	124
2025 Q4	$242K	Hold	4,395	–	–	0.07%	116
2025 Q3	$227K	Hold	4,395	–	–	0.07%	116
2025 Q2	$208K	Buy	+4,395	New	+$185K	0.07%	112
2023 Q4	–	Sell	-8,895	Closed	-$244K	–	117
2023 Q3	$244K	Sell	8,895 -10,925	-55%	-$323K	0.13%	107
2023 Q2	$569K	Sell	19,820 -5,650	-22%	-$161K	0.28%	76
2023 Q1	$728K	Sell	25,470 -23,625	-48%	-$780K	0.38%	59
2022 Q4	$1.63M	Buy	49,095 +5,675	+13%	+$195K	0.95%	33
2022 Q3	$1.31M	Buy	43,420 +10,525	+32%	+$352K	0.76%	34
2022 Q2	$1.02M	Buy	32,895 +7,500	+30%	+$270K	0.62%	41
2022 Q1	$1.05M	Buy	25,395 +7,500	+42%	+$338K	0.53%	48
2021 Q4	$796K	Hold	17,895	–	–	0.39%	60
2021 Q3	$760K	Sell	17,895 -200	-1%	-$8.06K	0.39%	61
2021 Q2	$746K	Hold	18,095	–	–	0.37%	61
2021 Q1	$700K	Hold	18,095	–	–	0.39%	63
2020 Q4	$548K	Sell	18,095 -1,350	-7%	-$36.2K	0.32%	65
2020 Q3	$468K	Sell	19,445 -1,200	-6%	-$29.9K	0.29%	62
2020 Q2	$490K	Sell	20,645 -46,711	-69%	-$1.1M	0.38%	56
2020 Q1	$1.43M	Buy	67,356 +4,115	+7%	+$123K	1.29%	20
2019 Q4	$2.23M	Sell	63,241 -11,190	-15%	-$362K	1.64%	20
2019 Q3	$2.17M	Sell	74,431 -1,300	-2%	-$37.4K	1.82%	18
2019 Q2	$2.33M	Sell	75,731 -2,300	-3%	-$66.3K	1.84%	17
2019 Q1	$2.15M	Buy	78,031 +1	+0%	+$28	1.86%	17
2018 Q4	$1.92M	Buy	78,030 +601	+0.8%	+$16.3K	2.12%	14
2018 Q3	$2.28M	Hold	77,429	–	–	2.05%	12
2018 Q2	$2.18M	Sell	77,429 -4,499	-5%	-$134K	2.09%	12
2018 Q1	$2.46M	Sell	81,928 -3,399	-4%	-$107K	2.52%	10
2017 Q4	$2.52M	Buy	+85,327	New	+$2.35M	2.54%	9

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Congress Park Capital's BAC Position: Q2 2026 in Review

Congress Park Capital held its Bank of America (BAC) position steady in Q2 2026 at 4,395 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #115.

Congress Park Capital first reported a position in BAC in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.52M in Q4 2017. 1,646 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Congress Park Capital held 4,395 shares of Bank of America worth $250K as of Q2 2026.
Congress Park Capital left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.07% of Congress Park Capital's portfolio in Q2 2026, its #115 holding.
Congress Park Capital first reported a position in Bank of America in Q4 2017 and has held it in 29 quarters since.
Congress Park Capital's Bank of America position peaked at $2.52M in Q4 2017.
1,646 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.