Parkshore Wealth Management’s Bank of America BAC Stock Holding History

Parkshore Wealth Management’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	$752K	Hold	13,818	–	–	0.19%	34
2026 Q2	$787K	Buy	13,818 +64	+0.5%	+$3.4K	0.23%	32
2026 Q1	$671K	Buy	13,754 +176	+1%	+$9.08K	0.22%	40
2025 Q4	$747K	Buy	13,578 +66	+0.5%	+$3.49K	0.28%	37
2025 Q3	$697K	Buy	13,512 +5	+0%	+$244	0.28%	36
2025 Q2	$639K	Buy	13,507 +6	+0%	+$252	0.31%	37
2025 Q1	$563K	Buy	13,501 +7	+0.1%	+$312	0.33%	36
2024 Q4	$593K	Buy	+13,494	New	+$594K	0.36%	37

Other funds holding BAC

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Parkshore Wealth Management's BAC Position: Q3 2026 in Review

Parkshore Wealth Management held its Bank of America (BAC) position steady in Q3 2026 at 13,818 shares worth $752K. The position accounts for 0.19% of the portfolio, ranked #34.

Parkshore Wealth Management first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $787K in Q2 2026. 2,132 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Parkshore Wealth Management held 13,818 shares of Bank of America worth $752K as of Q3 2026.
Parkshore Wealth Management left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.19% of Parkshore Wealth Management's portfolio in Q3 2026, its #34 holding.
Parkshore Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Bank of America position peaked at $787K in Q2 2026.
2,132 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.