Parsonex Advisory Services’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.99M Buy
70,072
+3,958
+6% +$211K 3.47% 10
2026
Q1
$3.22M Buy
66,114
+2,678
+4% +$138K 3.15% 13
2025
Q4
$3.49M Buy
63,436
+3,729
+6% +$197K 2.22% 14
2025
Q3
$3.08M Buy
59,707
+10,367
+21% +$506K 2.1% 16
2025
Q2
$2.33M Buy
+49,340
New +$2.08M 1.95% 18

Other funds holding BAC

Parsonex Advisory Services's BAC Position: Q2 2026 in Review

Parsonex Advisory Services increased its Bank of America (BAC) stake by 6% in Q2 2026, buying an estimated $211K and bringing the position to 70,072 shares worth $3.99M. The position accounts for 3.47% of the portfolio, ranked #10.

Parsonex Advisory Services first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Parsonex Advisory Services held 70,072 shares of Bank of America worth $3.99M as of Q2 2026.
  • Parsonex Advisory Services bought 3,958 Bank of America shares in Q2 2026, an estimated $211K.
  • Bank of America made up 3.47% of Parsonex Advisory Services's portfolio in Q2 2026, its #10 holding.
  • Parsonex Advisory Services first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.