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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's BAC Position: Q1 2026 in Review

Triad Wealth Partners increased its Bank of America (BAC) stake by 1.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 19,908 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #174.

Triad Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Triad Wealth Partners held 19,908 shares of Bank of America worth $971K as of Q1 2026.
Triad Wealth Partners bought 262 Bank of America shares in Q1 2026, an estimated $13.5K.
Bank of America made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #174 holding.
Triad Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Bank of America position peaked at $1.31M in Q1 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.