Park Avenue Securities’s Bank of America BAC Stock Holding History

Park Avenue Securities’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	$13.6M	Buy	238,698 +5,318	+2%	+$283K	0.08%	191
2026 Q1	$11.4M	Buy	+233,380	New	+$12M	0.09%	174
2025 Q4	–	Sell	-207,406	Closed	-$10.7M	–	1517
2025 Q3	$10.7M	Buy	207,406 +12,897	+7%	+$629K	0.08%	180
2025 Q2	$9.2M	Buy	194,509 +18,526	+11%	+$779K	0.08%	175
2025 Q1	$7.34M	Buy	175,983 +19,727	+13%	+$879K	0.09%	159
2024 Q4	$6.87M	Buy	156,256 +27,383	+21%	+$1.2M	0.07%	196
2024 Q3	$5.11M	Buy	128,873 +23,852	+23%	+$956K	0.06%	217
2024 Q2	$4.18M	Buy	105,021 +5,152	+5%	+$197K	0.05%	239
2024 Q1	$3.79M	Buy	99,869 +9,784	+11%	+$336K	0.05%	246
2023 Q4	$3.03M	Sell	90,085 -546	-0.6%	-$15.9K	0.04%	262
2023 Q3	$2.48M	Buy	90,631 +134	+0.1%	+$3.96K	0.04%	277
2023 Q2	$2.6M	Sell	90,497 -25,241	-22%	-$720K	0.04%	259
2023 Q1	$3.31M	Buy	115,738 +1,338	+1%	+$44.2K	0.06%	201
2022 Q4	$3.79M	Sell	114,400 -4,122	-3%	-$142K	0.07%	186
2022 Q3	$3.58M	Buy	118,522 +1,531	+1%	+$51.2K	0.07%	166
2022 Q2	$3.64M	Buy	116,991 +20,574	+21%	+$741K	0.07%	174
2022 Q1	$3.97M	Buy	96,417 +20,114	+26%	+$908K	0.07%	158
2021 Q4	$3.4M	Buy	76,303 +8,845	+13%	+$403K	0.06%	183
2021 Q3	$2.86M	Sell	67,458 -396	-0.6%	-$16K	0.06%	182
2021 Q2	$2.8M	Buy	67,854 +3,848	+6%	+$158K	0.06%	174
2021 Q1	$2.48M	Buy	64,006 +5,508	+9%	+$190K	0.06%	170
2020 Q4	$1.77M	Buy	58,498 +6,580	+13%	+$176K	0.05%	174
2020 Q3	$1.25M	Sell	51,918 -4,547	-8%	-$113K	0.04%	193
2020 Q2	$1.34M	Buy	56,465 +20,649	+58%	+$488K	0.05%	153
2020 Q1	$760K	Sell	35,816 -44,026	-55%	-$1.32M	0.06%	97
2019 Q4	$2.81M	Buy	79,842 +3,998	+5%	+$129K	0.12%	72
2019 Q3	$2.21M	Buy	75,844 +7,316	+11%	+$210K	0.1%	78
2019 Q2	$1.99M	Sell	68,528 -5,121	-7%	-$148K	0.22%	37
2019 Q1	$2.1M	Buy	+73,649	New	+$2.08M	0.12%	67
2017 Q3	–	Sell	-9,734	Closed	-$234K	–	127
2017 Q2	$234K	Buy	+9,734	New	+$227K	0.03%	177

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's BAC Position: Q2 2026 in Review

Park Avenue Securities increased its Bank of America (BAC) stake by 2.3% in Q2 2026, buying an estimated $283K and bringing the position to 238,698 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #191.

Park Avenue Securities first reported a position in BAC in Q2 2017 and has held it in 30 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Park Avenue Securities held 238,698 shares of Bank of America worth $13.6M as of Q2 2026.
Park Avenue Securities bought 5,318 Bank of America shares in Q2 2026, an estimated $283K.
Bank of America made up 0.08% of Park Avenue Securities's portfolio in Q2 2026, its #191 holding.
Park Avenue Securities first reported a position in Bank of America in Q2 2017 and has held it in 30 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.