Parkwoods Wealth Partners’s Bank of America BAC Stock Holding History

Parkwoods Wealth Partners’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	–	Sell	-4,351	Closed	-$239K	–	114
2025 Q4	$239K	Buy	4,351 +269	+7%	+$14.2K	0.07%	96
2025 Q3	$211K	Sell	4,082 -1,067	-21%	-$52.1K	0.07%	89
2025 Q2	$244K	Buy	+5,149	New	+$217K	0.14%	64

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkwoods Wealth Partners's BAC Position: Q1 2026 in Review

Parkwoods Wealth Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,351 shares — an estimated $239K sold.

Parkwoods Wealth Partners first reported a position in BAC in Q2 2025 and held it in 3 quarters. The position peaked at $244K in Q2 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Parkwoods Wealth Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Parkwoods Wealth Partners sold 4,351 Bank of America shares in Q1 2026, an estimated $239K.
Parkwoods Wealth Partners first reported a position in Bank of America in Q2 2025 and held it in 3 quarters.
Parkwoods Wealth Partners's Bank of America position peaked at $244K in Q2 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.