Palisades Hudson Asset Management’s Bank of America BAC Stock Holding History

Palisades Hudson Asset Management’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	$290K	Hold	5,098	–	–	0.1%	86
2026 Q1	$248K	Hold	5,098	–	–	0.1%	90
2025 Q4	$280K	Hold	5,098	–	–	0.11%	84
2025 Q3	$263K	Hold	5,098	–	–	0.1%	89
2025 Q2	$241K	Hold	5,098	–	–	0.09%	97
2025 Q1	$213K	Sell	5,098 -484	-9%	-$21.6K	0.1%	94
2024 Q4	$245K	Hold	5,582	–	–	0.1%	90
2024 Q3	$222K	Hold	5,582	–	–	0.09%	91
2024 Q2	$222K	Hold	5,582	–	–	0.1%	86
2024 Q1	$212K	Buy	+5,582	New	+$192K	0.1%	92
2023 Q2	–	Sell	-7,662	Closed	-$219K	–	97
2023 Q1	$219K	Sell	7,662 -1,670	-18%	-$55.1K	0.12%	95
2022 Q4	$309K	Hold	9,332	–	–	0.17%	74
2022 Q3	$281K	Hold	9,332	–	–	0.17%	72
2022 Q2	$291K	Hold	9,332	–	–	0.16%	72
2022 Q1	$385K	Hold	9,332	–	–	0.18%	67
2021 Q4	$416K	Buy	9,332 +149	+2%	+$6.79K	0.18%	68
2021 Q3	$390K	Hold	9,183	–	–	0.18%	68
2021 Q2	$379K	Hold	9,183	–	–	0.17%	68
2021 Q1	$355K	Hold	9,183	–	–	0.17%	69
2020 Q4	$278K	Hold	9,183	–	–	0.14%	80
2020 Q3	$221K	Hold	9,183	–	–	0.14%	85
2020 Q2	$218K	Buy	+9,183	New	+$217K	0.15%	85
2020 Q1	–	Sell	-9,183	Closed	-$323K	–	87
2019 Q4	$323K	Hold	9,183	–	–	0.21%	68
2019 Q3	$268K	Hold	9,183	–	–	0.19%	76
2019 Q2	$266K	Hold	9,183	–	–	0.18%	77
2019 Q1	$253K	Sell	9,183 -6,940	-43%	-$196K	0.16%	82
2018 Q4	$397K	Hold	16,123	–	–	0.23%	54
2018 Q3	$475K	Sell	16,123 -540	-3%	-$16.4K	0.25%	48
2018 Q2	$470K	Buy	16,663 +540	+3%	+$16.1K	0.25%	45
2018 Q1	$484K	Hold	16,123	–	–	0.26%	43
2017 Q4	$476K	Sell	16,123 -3,791	-19%	-$105K	0.26%	42
2017 Q3	$505K	Hold	19,914	–	–	0.29%	41
2017 Q2	$483K	Hold	19,914	–	–	0.28%	39
2017 Q1	$470K	Hold	19,914	–	–	0.3%	36
2016 Q4	$440K	Hold	19,914	–	–	0.27%	41
2016 Q3	$312K	Hold	19,914	–	–	0.24%	59
2016 Q2	$264K	Sell	19,914 -348	-2%	-$4.89K	0.22%	72
2016 Q1	$274K	Buy	20,262 +2,793	+16%	+$37.7K	0.22%	67
2015 Q4	$294K	Hold	17,469	–	–	0.25%	60
2015 Q3	$272K	Sell	17,469 -841	-5%	-$14.2K	0.24%	63
2015 Q2	$311K	Sell	18,310 -4,294	-19%	-$70.8K	0.27%	56
2015 Q1	$348K	Buy	22,604 +879	+4%	+$14.1K	0.27%	51
2014 Q4	$389K	Buy	21,725 +1,290	+6%	+$22.1K	0.31%	45
2014 Q3	$348K	Buy	20,435 +5,076	+33%	+$80.8K	0.29%	47
2014 Q2	$236K	Buy	15,359 +1,189	+8%	+$18.5K	0.2%	62
2014 Q1	$244K	Hold	14,170	–	–	0.21%	59
2013 Q4	$221K	Buy	14,170 +1,762	+14%	+$26.1K	0.18%	61
2013 Q3	$171K	Buy	12,408 +1,242	+11%	+$17.7K	0.15%	62
2013 Q2	$144K	Buy	+11,166	New	+$142K	0.14%	60

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

Palisades Hudson Asset Management's BAC Position: Q2 2026 in Review

Palisades Hudson Asset Management held its Bank of America (BAC) position steady in Q2 2026 at 5,098 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #86.

Palisades Hudson Asset Management first reported a position in BAC in Q2 2013 and has held it in 49 quarters since. The position peaked at $505K in Q3 2017. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Palisades Hudson Asset Management held 5,098 shares of Bank of America worth $290K as of Q2 2026.
Palisades Hudson Asset Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.1% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #86 holding.
Palisades Hudson Asset Management first reported a position in Bank of America in Q2 2013 and has held it in 49 quarters since.
Palisades Hudson Asset Management's Bank of America position peaked at $505K in Q3 2017.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.