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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
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% -$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 $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

Park Square Financial Group's BAC Position: Q2 2026 in Review

Park Square Financial Group reduced its Bank of America (BAC) stake by 1.1% in Q2 2026, selling an estimated $160 and leaving 272 shares worth $15.5K. The position accounts for 0.14% of the portfolio, ranked #49.

Park Square Financial Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q2 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Park Square Financial Group held 272 shares of Bank of America worth $15.5K as of Q2 2026.
  • Park Square Financial Group sold 3 Bank of America shares in Q2 2026, an estimated $160.
  • Bank of America made up 0.14% of Park Square Financial Group's portfolio in Q2 2026, its #49 holding.
  • Park Square Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Bank of America position peaked at $143K in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.