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Richard W. Paul & Associates’s Bank of America BAC Stock Holding History

Richard W. Paul & Associates’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 		$835K Buy
14,647
+882
+6% +$46.9K 0.26% 99
2026
Q1 		$671K Buy
13,765
+486
+4% +$25.1K 0.23% 109
2025
Q4 		$730K Sell
13,279
-688
-5% -$36.4K 0.24% 106
2025
Q3 		$721K Buy
13,967
+97
+0.7% +$4.73K 0.25% 95
2025
Q2 		$656K Sell
13,870
-565
-4% -$23.8K 0.24% 98
2025
Q1 		$602K Buy
14,435
+5
+0% +$223 0.24% 99
2024
Q4 		$634K Sell
14,430
-710
-5% -$31.2K 0.23% 109
2024
Q3 		$601K Buy
15,140
+194
+1% +$7.78K 0.22% 112
2024
Q2 		$594K Sell
14,946
-255
-2% -$9.77K 0.23% 109
2024
Q1 		$576K Sell
15,201
-12
-0.1% -$412 0.23% 107
2023
Q4 		$512K Sell
15,213
-6,857
-31% -$200K 0.22% 111
2023
Q3 		$604K Buy
22,070
+1,343
+6% +$39.7K 0.28% 95
2023
Q2 		$595K Sell
20,727
-1,194
-5% -$34.1K 0.26% 102
2023
Q1 		$627K Buy
21,921
+647
+3% +$21.4K 0.29% 98
2022
Q4 		$705K Buy
+21,274
New +$733K 0.35% 77

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richard W. Paul & Associates's BAC Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Bank of America (BAC) stake by 6.4% in Q2 2026, buying an estimated $46.9K and bringing the position to 14,647 shares worth $835K. The position accounts for 0.26% of the portfolio, ranked #99.

Richard W. Paul & Associates first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Richard W. Paul & Associates held 14,647 shares of Bank of America worth $835K as of Q2 2026.
  • Richard W. Paul & Associates bought 882 Bank of America shares in Q2 2026, an estimated $46.9K.
  • Bank of America made up 0.26% of Richard W. Paul & Associates's portfolio in Q2 2026, its #99 holding.
  • Richard W. Paul & Associates first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.