PW
BAC icon

Paladin Wealth’s Bank of America BAC Stock Holding History

Paladin Wealth’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 		$803K Buy
14,095
+261
+2% +$13.9K 0.47% 66
2026
Q1 		$674K Sell
13,834
-366
-3% -$18.9K 0.46% 74
2025
Q4 		$781K Sell
14,200
-868
-6% -$45.9K 0.53% 62
2025
Q3 		$777K Sell
15,068
-490
-3% -$23.9K 0.56% 65
2025
Q2 		$736K Buy
15,558
+63
+0.4% +$2.65K 0.57% 74
2025
Q1 		$647K Buy
15,495
+1,066
+7% +$47.5K 0.58% 75
2024
Q4 		$634K Buy
14,429
+591
+4% +$26K 0.55% 71
2024
Q3 		$549K Buy
+13,838
New +$555K 0.48% 73

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Paladin Wealth's BAC Position: Q2 2026 in Review

Paladin Wealth increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 14,095 shares worth $803K. The position accounts for 0.47% of the portfolio, ranked #66.

Paladin Wealth first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Paladin Wealth held 14,095 shares of Bank of America worth $803K as of Q2 2026.
  • Paladin Wealth bought 261 Bank of America shares in Q2 2026, an estimated $13.9K.
  • Bank of America made up 0.47% of Paladin Wealth's portfolio in Q2 2026, its #66 holding.
  • Paladin Wealth first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.