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

TriaGen 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 Q2	$372K	Hold	6,523	–	–	0.09%	150
2026 Q1	$318K	Sell	6,523 -61	-0.9%	-$3.15K	0.09%	144
2025 Q4	$362K	Sell	6,584 -268	-4%	-$14.2K	0.09%	141
2025 Q3	$354K	Sell	6,852 -1,112	-14%	-$54.2K	0.09%	149
2025 Q2	$377K	Buy	7,964 +260	+3%	+$10.9K	0.11%	130
2025 Q1	$321K	Hold	7,704	–	–	0.11%	132
2024 Q4	$339K	Hold	7,704	–	–	0.11%	132
2024 Q3	$306K	Hold	7,704	–	–	0.1%	140
2024 Q2	$306K	Buy	7,704 +712	+10%	+$27.3K	0.12%	136
2024 Q1	$265K	Hold	6,992	–	–	0.11%	140
2023 Q4	$235K	Sell	6,992 -575	-8%	-$16.7K	0.11%	143
2023 Q3	$207K	Hold	7,567	–	–	0.11%	146
2023 Q2	$217K	Hold	7,567	–	–	0.1%	157
2023 Q1	$216K	Hold	7,567	–	–	0.11%	150
2022 Q4	$251K	Hold	7,567	–	–	0.14%	146
2022 Q3	$229K	Sell	7,567 -130	-2%	-$4.35K	0.13%	145
2022 Q2	$240K	Buy	7,697 +260	+3%	+$9.36K	0.17%	133
2022 Q1	$307K	Hold	7,437	–	–	0.16%	134
2021 Q4	$331K	Hold	7,437	–	–	0.16%	134
2021 Q3	$316K	Hold	7,437	–	–	0.17%	137
2021 Q2	$285K	Sell	7,437 -251	-3%	-$10.3K	0.15%	154
2021 Q1	$297K	Hold	7,688	–	–	0.17%	133
2020 Q4	$233K	Buy	+7,688	New	+$206K	0.14%	150

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TriaGen Wealth Management's BAC Position: Q2 2026 in Review

TriaGen Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 6,523 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #150.

TriaGen Wealth Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $377K in Q2 2025. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

TriaGen Wealth Management held 6,523 shares of Bank of America worth $372K as of Q2 2026.
TriaGen Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.09% of TriaGen Wealth Management's portfolio in Q2 2026, its #150 holding.
TriaGen Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Bank of America position peaked at $377K in Q2 2025.
3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.