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 Q3	$1.51M	Sell	27,762 -275	-1%	-$16.8K	0.08%	163
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Triad Wealth Partners's BAC Position: Q3 2026 in Review

Triad Wealth Partners reduced its Bank of America (BAC) stake by 0.98% in Q3 2026, selling an estimated $16.8K and leaving 27,762 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #163.

Triad Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.75M in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Triad Wealth Partners held 27,762 shares of Bank of America worth $1.51M as of Q3 2026.
Triad Wealth Partners sold 275 Bank of America shares in Q3 2026, an estimated $16.8K.
Bank of America made up 0.08% of Triad Wealth Partners's portfolio in Q3 2026, its #163 holding.
Triad Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's Bank of America position peaked at $1.75M in Q2 2026.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.