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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
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% -$119K 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

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

Park Square Financial Group's BAC Position: Q1 2026 in Review

Park Square Financial Group reduced its Bank of America (BAC) stake by 61% in Q1 2026, selling an estimated $21.8K and leaving 275 shares worth $13.4K. The position accounts for 0.1% of the portfolio, ranked #63.

Park Square Financial Group first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $143K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Park Square Financial Group held 275 shares of Bank of America worth $13.4K as of Q1 2026.
  • Park Square Financial Group sold 423 Bank of America shares in Q1 2026, an estimated $21.8K.
  • Bank of America made up 0.1% of Park Square Financial Group's portfolio in Q1 2026, its #63 holding.
  • Park Square Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Bank of America position peaked at $143K in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.