Paladin Advisory Group’s Bank of America BAC Stock Holding History

Paladin Advisory Group’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	$409K	Hold	7,171	–	–	0.27%	56
2026 Q1	$350K	Sell	7,171 -591	-8%	-$30.5K	0.27%	54
2025 Q4	$427K	Buy	7,762 +666	+9%	+$35.2K	0.31%	54
2025 Q3	$366K	Hold	7,096	–	–	0.29%	52
2025 Q2	$336K	Hold	7,096	–	–	0.26%	64
2025 Q1	$296K	Hold	7,096	–	–	0.24%	69
2024 Q4	$312K	Hold	7,096	–	–	0.24%	68
2024 Q3	$282K	Hold	7,096	–	–	0.21%	71
2024 Q2	$284K	Hold	7,096	–	–	0.22%	72
2024 Q1	$266K	Sell	7,096 -1,510	-18%	-$51.8K	0.21%	74
2023 Q4	$290K	Hold	8,606	–	–	0.24%	70
2023 Q3	$236K	Sell	8,606 -1,004	-10%	-$29.7K	0.2%	82
2023 Q2	$276K	Hold	9,610	–	–	0.22%	79
2023 Q1	$275K	Buy	+9,610	New	+$317K	0.23%	75
2022 Q2	–	Sell	-10,965	Closed	-$395K	–	304
2022 Q1	$448K	Buy	+10,965	New	+$495K	0.36%	54

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

Paladin Advisory Group's BAC Position: Q2 2026 in Review

Paladin Advisory Group held its Bank of America (BAC) position steady in Q2 2026 at 7,171 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #56.

Paladin Advisory Group first reported a position in BAC in Q1 2022 and has held it in 15 quarters since. The position peaked at $448K in Q1 2022. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Paladin Advisory Group held 7,171 shares of Bank of America worth $409K as of Q2 2026.
Paladin Advisory Group left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.27% of Paladin Advisory Group's portfolio in Q2 2026, its #56 holding.
Paladin Advisory Group first reported a position in Bank of America in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Bank of America position peaked at $448K in Q1 2022.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.