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
2023 Q1	–	Sell	-10,301	Closed	-$341K	–	290
2022 Q4	$341K	Sell	10,301 -300	-3%	-$10.3K	0.29%	65
2022 Q3	$320K	Sell	10,601 -109	-1%	-$3.64K	0.29%	63
2022 Q2	$333K	Buy	+10,710	New	+$386K	0.29%	59
2022 Q1	–	Sell	-10,965	Closed	-$487K	–	301
2021 Q4	$487K	Buy	+10,965	New	+$500K	0.4%	57

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 3,614 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.
3,614 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.