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Paragon Private Wealth Management’s Bank of America BAC Stock Holding History

Paragon Private Wealth 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
Q1 		$537K Buy
11,008
+455
+4% +$23.5K 0.17% 137
2025
Q4 		$580K Buy
10,553
+1,016
+11% +$53.7K 0.18% 129
2025
Q3 		$492K Buy
9,537
+3,010
+46% +$147K 0.16% 141
2025
Q2 		$309K Buy
6,527
+665
+11% +$28K 0.12% 158
2025
Q1 		$245K Buy
+5,862
New +$261K 0.11% 165

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 Private Wealth Management's BAC Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Bank of America (BAC) stake by 4.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 11,008 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #137.

Paragon Private Wealth Management first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $580K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Paragon Private Wealth Management held 11,008 shares of Bank of America worth $537K as of Q1 2026.
  • Paragon Private Wealth Management bought 455 Bank of America shares in Q1 2026, an estimated $23.5K.
  • Bank of America made up 0.17% of Paragon Private Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Paragon Private Wealth Management first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
  • Paragon Private Wealth Management's Bank of America position peaked at $580K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.