TWM
BAC icon

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

Tortuga 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
2026
Q1 		$1.55M Buy
31,829
+4,156
+15% +$214K 1.45% 14
2025
Q4 		$1.52M Buy
+27,673
New +$1.46M 1.6% 14

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortuga Wealth Management's BAC Position: Q1 2026 in Review

Tortuga Wealth Management increased its Bank of America (BAC) stake by 15% in Q1 2026, buying an estimated $214K and bringing the position to 31,829 shares worth $1.55M. The position accounts for 1.45% of the portfolio, ranked #14.

Tortuga Wealth Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Tortuga Wealth Management held 31,829 shares of Bank of America worth $1.55M as of Q1 2026.
  • Tortuga Wealth Management bought 4,156 Bank of America shares in Q1 2026, an estimated $214K.
  • Bank of America made up 1.45% of Tortuga Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Tortuga Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.