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Paragon Financial Partners’s Bank of America BAC Stock Holding History

Paragon Financial Partners’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
Q1 		$1.62M Buy
30,311
+15
+0% +$774 0.92% 21
2025
Q4 		$1.67M Buy
30,296
+12
+0% +$634 1.03% 18
2025
Q3 		$1.56M Sell
30,284
-13
-0% -$634 0.99% 20
2025
Q2 		$1.43M Buy
30,297
+13
+0% +$547 0.98% 21
2025
Q1 		$1.26M Buy
30,284
+48
+0.2% +$2.14K 0.99% 19
2024
Q4 		$1.33M Sell
30,236
-970
-3% -$42.7K 1% 19
2024
Q3 		$1.24M Buy
31,206
+16
+0.1% +$641 0.91% 21
2024
Q2 		$1.24M Buy
31,190
+29
+0.1% +$1.11K 0.97% 19
2024
Q1 		$1.18M Buy
31,161
+16
+0.1% +$549 0.97% 19
2023
Q4 		$1.05M Sell
31,145
-97
-0.3% -$2.82K 1.01% 20
2023
Q3 		$855K Buy
31,242
+17
+0.1% +$503 0.89% 19
2023
Q2 		$896K Sell
31,225
-340
-1% -$9.7K 0.85% 21
2023
Q1 		$903K Buy
31,565
+136
+0.4% +$4.49K 0.95% 20
2022
Q4 		$1.04M Buy
31,429
+18
+0.1% +$620 1.15% 16
2022
Q3 		$949K Buy
31,411
+3
+0% +$100 1.07% 17
2022
Q2 		$978K Buy
31,408
+266
+0.9% +$9.58K 1% 18
2022
Q1 		$1.28M Buy
31,142
+16
+0.1% +$722 1.12% 17
2021
Q4 		$1.39M Buy
+31,126
New +$1.42M 1.14% 15

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

Paragon Financial Partners's BAC Position: Q1 2026 in Review

Paragon Financial Partners increased its Bank of America (BAC) stake by 0.05% in Q1 2026, buying an estimated $774 and bringing the position to 30,311 shares worth $1.62M. The position accounts for 0.92% of the portfolio, ranked #21.

Paragon Financial Partners first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Paragon Financial Partners held 30,311 shares of Bank of America worth $1.62M as of Q1 2026.
  • Paragon Financial Partners bought 15 Bank of America shares in Q1 2026, an estimated $774.
  • Bank of America made up 0.92% of Paragon Financial Partners's portfolio in Q1 2026, its #21 holding.
  • Paragon Financial Partners first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Paragon Financial Partners's Bank of America position peaked at $1.67M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.