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Parcion Private Wealth’s Bank of America BAC Stock Holding History

Parcion Private 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 		$4.92M Buy
86,285
+1,653
+2% +$87.9K 0.27% 71
2026
Q1 		$4.13M Buy
84,632
+246
+0.3% +$12.7K 0.26% 72
2025
Q4 		$4.64M Buy
84,386
+837
+1% +$44.2K 0.28% 68
2025
Q3 		$4.31M Buy
83,549
+4,069
+5% +$199K 0.27% 70
2025
Q2 		$3.76M Buy
79,480
+1,032
+1% +$43.4K 0.27% 71
2025
Q1 		$3.27M Buy
78,448
+268
+0.3% +$11.9K 0.27% 72
2024
Q4 		$3.44M Sell
78,180
-400
-0.5% -$17.6K 0.26% 72
2024
Q3 		$3.12M Sell
78,580
-350
-0.4% -$14K 0.26% 68
2024
Q2 		$3.14M Buy
78,930
+843
+1% +$32.3K 0.29% 69
2024
Q1 		$2.96M Sell
78,087
-1,031
-1% -$35.4K 0.26% 71
2023
Q4 		$2.66M Hold
79,118
– – 0.24% 76
2023
Q3 		$2.17M Sell
79,118
-91
-0.1% -$2.69K 0.22% 76
2023
Q2 		$2.27M Hold
79,209
– – 0.23% 76
2023
Q1 		$2.27M Buy
79,209
+342
+0.4% +$11.3K 0.24% 77
2022
Q4 		$2.61M Hold
78,867
– – 0.28% 70
2022
Q3 		$2.38M Hold
78,867
– – 0.27% 80
2022
Q2 		$2.64M Buy
78,867
+1,041
+1% +$37.5K 0.26% 85
2022
Q1 		$3.22M Sell
77,826
-550
-0.7% -$24.8K 0.3% 75
2021
Q4 		$3.75M Sell
78,376
-293
-0.4% -$13.3K 0.34% 70
2021
Q3 		$3.65M Buy
78,669
+58
+0.1% +$2.34K 0.32% 74
2021
Q2 		$3.24M Sell
78,611
-600
-0.8% -$24.6K 0.32% 75
2021
Q1 		$3.06M Buy
79,211
+5,000
+7% +$173K 0.35% 75
2020
Q4 		$2.25M Sell
74,211
-3,457
-4% -$92.7K 0.3% 69
2020
Q3 		$1.88M Sell
77,668
-7,788
-9% -$194K 0.29% 67
2020
Q2 		$2.02M Sell
85,456
-205
-0.2% -$4.84K 0.34% 52
2020
Q1 		$1.82M Sell
85,661
-1,028
-1% -$30.8K 0.5% 44
2019
Q4 		$3.05M Buy
+86,689
New +$2.8M 0.67% 30

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parcion Private Wealth's BAC Position: Q2 2026 in Review

Parcion Private Wealth increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $87.9K and bringing the position to 86,285 shares worth $4.92M. The position accounts for 0.27% of the portfolio, ranked #71.

Parcion Private Wealth first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Parcion Private Wealth held 86,285 shares of Bank of America worth $4.92M as of Q2 2026.
  • Parcion Private Wealth bought 1,653 Bank of America shares in Q2 2026, an estimated $87.9K.
  • Bank of America made up 0.27% of Parcion Private Wealth's portfolio in Q2 2026, its #71 holding.
  • Parcion Private Wealth first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.