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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paladin Advisory Group's BAC Position: Q1 2026 in Review

Paladin Advisory Group reduced its Bank of America (BAC) stake by 7.6% in Q1 2026, selling an estimated $30.5K and leaving 7,171 shares worth $350K. The position accounts for 0.27% of the portfolio, ranked #54.

Paladin Advisory Group first reported a position in BAC in Q1 2022 and has held it in 14 quarters since. The position peaked at $448K in Q1 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Paladin Advisory Group held 7,171 shares of Bank of America worth $350K as of Q1 2026.
  • Paladin Advisory Group sold 591 Bank of America shares in Q1 2026, an estimated $30.5K.
  • Bank of America made up 0.27% of Paladin Advisory Group's portfolio in Q1 2026, its #54 holding.
  • Paladin Advisory Group first reported a position in Bank of America in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Bank of America position peaked at $448K in Q1 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.