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

Parkworth 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
2025
Q2 		$54.3K Buy
1,147
+108
+10% +$4.54K 0.04% 98
2025
Q1 		$43.4K Sell
1,039
-165
-14% -$7.35K 0.03% 95
2024
Q4 		$52.9K Buy
+1,204
New +$53K 0.04% 90

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's BAC Position: Q2 2025 in Review

Parkworth Wealth Management increased its Bank of America (BAC) stake by 10% in Q2 2025, buying an estimated $4.54K and bringing the position to 1,147 shares worth $54.3K. The position accounts for 0.04% of the portfolio, ranked #98.

Parkworth Wealth Management first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Parkworth Wealth Management held 1,147 shares of Bank of America worth $54.3K as of Q2 2025.
  • Parkworth Wealth Management bought 108 Bank of America shares in Q2 2025, an estimated $4.54K.
  • Bank of America made up 0.04% of Parkworth Wealth Management's portfolio in Q2 2025, its #98 holding.
  • Parkworth Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.