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Parr McKnight Wealth Management Group’s Bank of America BAC Stock Holding History

Parr McKnight Wealth Management 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 		$2.02M Sell
35,491
-17,725
-33% -$943K 0.24% 125
2026
Q1 		$2.59M Buy
+53,216
New +$2.75M 0.34% 101

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parr McKnight Wealth Management Group's BAC Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Bank of America (BAC) stake by 33% in Q2 2026, selling an estimated $943K and leaving 35,491 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #125.

Parr McKnight Wealth Management Group first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.59M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Parr McKnight Wealth Management Group held 35,491 shares of Bank of America worth $2.02M as of Q2 2026.
  • Parr McKnight Wealth Management Group sold 17,725 Bank of America shares in Q2 2026, an estimated $943K.
  • Bank of America made up 0.24% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #125 holding.
  • Parr McKnight Wealth Management Group first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
  • Parr McKnight Wealth Management Group's Bank of America position peaked at $2.59M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.