Park Square Financial Group’s Bank of America BAC Stock Holding History

Park Square Financial Group’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 Q3	$14.8K	Hold	272	–	–	0.17%	48
2026 Q2	$15.5K	Sell	272 -3	-1%	-$160	0.14%	49
2026 Q1	$13.4K	Sell	275 -423	-61%	-$21.8K	0.1%	63
2025 Q4	$30.7K	Buy	698 +106	+18%	+$5.6K	0.18%	58
2025 Q3	$30.5K	Sell	592 -2,429	-80%	-$118K	0.13%	58
2025 Q2	$143K	Sell	3,021 -7	-0.2%	-$294	0.1%	148
2025 Q1	$126K	Buy	3,028 +117	+4%	+$5.21K	0.1%	143
2024 Q4	$128K	Buy	+2,911	New	+$128K	0.09%	142

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Park Square Financial Group's BAC Position: Q3 2026 in Review

Park Square Financial Group held its Bank of America (BAC) position steady in Q3 2026 at 272 shares worth $14.8K. The position accounts for 0.17% of the portfolio, ranked #48.

Park Square Financial Group first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $143K in Q2 2025. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Park Square Financial Group held 272 shares of Bank of America worth $14.8K as of Q3 2026.
Park Square Financial Group left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.17% of Park Square Financial Group's portfolio in Q3 2026, its #48 holding.
Park Square Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Park Square Financial Group's Bank of America position peaked at $143K in Q2 2025.
2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.