Paragon Private Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Paragon Private Wealth Management's BAC Position: Q2 2026 in Review
Paragon Private Wealth Management increased its Bank of America (BAC) stake by 9.3% in Q2 2026, buying an estimated $54.2K and bringing the position to 12,028 shares worth $685K. The position accounts for 0.18% of the portfolio, ranked #128.
Paragon Private Wealth Management first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Paragon Private Wealth Management held 12,028 shares of Bank of America worth $685K as of Q2 2026.
- Paragon Private Wealth Management bought 1,020 Bank of America shares in Q2 2026, an estimated $54.2K.
- Bank of America made up 0.18% of Paragon Private Wealth Management's portfolio in Q2 2026, its #128 holding.
- Paragon Private Wealth Management first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
- 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.