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Triad Wealth Partners’s Bank of America BAC Stock Holding History

Triad Wealth Partners’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 		$1.75M Buy
28,037
+8,129
+41% +$432K 0.1% 135
2026
Q1 		$971K Buy
19,908
+262
+1% +$13.5K 0.08% 174
2025
Q4 		$1.08M Buy
19,646
+6,892
+54% +$364K 0.1% 146
2025
Q3 		$658K Buy
12,754
+1,085
+9% +$52.9K 0.08% 166
2025
Q2 		$552K Sell
11,669
-19,671
-63% -$828K 0.11% 139
2025
Q1 		$1.31M Buy
31,340
+20,729
+195% +$924K 0.41% 43
2024
Q4 		$466K Buy
+10,611
New +$467K 0.17% 96
2024
Q3 		– Sell
-6,436
Closed -$256K – 125
2024
Q2 		$256K Buy
6,436
+507
+9% +$19.4K 0.13% 75
2024
Q1 		$225K Buy
+5,929
New +$204K 0.17% 53

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

Triad Wealth Partners's BAC Position: Q2 2026 in Review

Triad Wealth Partners increased its Bank of America (BAC) stake by 41% in Q2 2026, buying an estimated $432K and bringing the position to 28,037 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #135.

Triad Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Triad Wealth Partners held 28,037 shares of Bank of America worth $1.75M as of Q2 2026.
  • Triad Wealth Partners bought 8,129 Bank of America shares in Q2 2026, an estimated $432K.
  • Bank of America made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Triad Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.