Triangle Securities Wealth Management’s Bank of America BAC Stock Holding History

Triangle Securities 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	$3.66M	Buy	64,206 +250	+0.4%	+$13.3K	0.73%	41
2026 Q1	$3.12M	Sell	63,956 -688	-1%	-$35.5K	0.71%	47
2025 Q4	$3.56M	Sell	64,644 -2,891	-4%	-$153K	0.75%	39
2025 Q3	$3.48M	Buy	67,535 +2,707	+4%	+$132K	0.79%	38
2025 Q2	$3.07M	Sell	64,828 -6,108	-9%	-$257K	0.75%	38
2025 Q1	$2.96M	Sell	70,936 -1,607	-2%	-$71.6K	0.76%	37
2024 Q4	$3.19M	Sell	72,543 -3,180	-4%	-$140K	0.82%	31
2024 Q3	$3M	Sell	75,723 -2,420	-3%	-$97K	0.78%	33
2024 Q2	$3.11M	Sell	78,143 -1,914	-2%	-$73.4K	0.88%	29
2024 Q1	$3.04M	Sell	80,057 -1,458	-2%	-$50K	0.87%	29
2023 Q4	$2.74M	Sell	81,515 -891	-1%	-$25.9K	0.85%	26
2023 Q3	$2.26M	Sell	82,406 -271	-0.3%	-$8.02K	0.8%	32
2023 Q2	$2.37M	Buy	82,677 +236	+0.3%	+$6.73K	0.82%	30
2023 Q1	$2.36M	Sell	82,441 -1,530	-2%	-$50.5K	0.84%	30
2022 Q4	$2.78M	Sell	83,971 -245	-0.3%	-$8.44K	1.02%	26
2022 Q3	$2.54M	Sell	84,216 -95	-0.1%	-$3.18K	1.04%	26
2022 Q2	$2.63M	Buy	84,311 +3,295	+4%	+$119K	1.02%	26
2022 Q1	$3.34M	Sell	81,016 -5,809	-7%	-$262K	1.12%	23
2021 Q4	$3.86M	Sell	86,825 -266	-0.3%	-$12.1K	1.21%	15
2021 Q3	$3.7M	Buy	87,091 +55	+0.1%	+$2.21K	1.25%	15
2021 Q2	$3.59M	Sell	87,036 -522	-0.6%	-$21.4K	1.21%	16
2021 Q1	$3.39M	Sell	87,558 -401	-0.5%	-$13.8K	1.22%	18
2020 Q4	$2.67M	Buy	87,959 +965	+1%	+$25.9K	1.06%	23
2020 Q3	$2.1M	Buy	86,994 +1,890	+2%	+$47.1K	0.95%	29
2020 Q2	$2.02M	Buy	85,104 +9,670	+13%	+$228K	0.97%	28
2020 Q1	$1.6M	Buy	75,434 +11,677	+18%	+$350K	0.92%	36
2019 Q4	$2.25M	Buy	63,757 +36	+0.1%	+$1.16K	0.97%	31
2019 Q3	$1.86M	Buy	63,721 +6,136	+11%	+$176K	0.91%	34
2019 Q2	$1.68M	Buy	57,585 +5,002	+10%	+$144K	0.85%	38
2019 Q1	$1.45M	Buy	52,583 +2,600	+5%	+$73.5K	0.76%	45
2018 Q4	$1.23M	Buy	49,983 +20,215	+68%	+$548K	0.73%	47
2018 Q3	$877K	Sell	29,768 -40	-0.1%	-$1.22K	0.47%	64
2018 Q2	$840K	Sell	29,808 -325	-1%	-$9.7K	0.47%	68
2018 Q1	$904K	Buy	30,133 +956	+3%	+$30K	0.52%	62
2017 Q4	$861K	Sell	29,177 -762	-3%	-$21K	0.49%	66
2017 Q3	$759K	Sell	29,939 -468	-2%	-$11.4K	0.45%	69
2017 Q2	$738K	Sell	30,407 -3,350	-10%	-$78.1K	0.49%	65
2017 Q1	$796K	Sell	33,757 -2,459	-7%	-$58.4K	0.51%	64
2016 Q4	$800K	Sell	36,216 -2,175	-6%	-$41.9K	0.53%	62
2016 Q3	$601K	Hold	38,391	–	–	0.42%	70
2016 Q2	$509K	Buy	38,391 +38	+0.1%	+$534	0.38%	80
2016 Q1	$519K	Buy	38,353 +2,839	+8%	+$38.3K	0.34%	81
2015 Q4	$598K	Buy	35,514 +185	+0.5%	+$3.13K	0.4%	74
2015 Q3	$550K	Sell	35,329 -3,607	-9%	-$60.7K	0.42%	76
2015 Q2	$663K	Buy	38,936 +1,096	+3%	+$18.1K	0.47%	71
2015 Q1	$582K	Buy	37,840 +2,911	+8%	+$46.8K	0.4%	80
2014 Q4	$625K	Sell	34,929 -1,330	-4%	-$22.8K	0.44%	73
2014 Q3	$618K	Sell	36,259 -154	-0.4%	-$2.45K	0.47%	69
2014 Q2	$560K	Buy	36,413 +148	+0.4%	+$2.3K	0.43%	73
2014 Q1	$442K	Buy	36,265 +3,546	+11%	+$59.7K	0.4%	78
2013 Q4	$509K	Sell	32,719 -3,046	-9%	-$45.2K	0.41%	74
2013 Q3	$494K	Hold	35,765	–	–	0.43%	74
2013 Q2	$460K	Buy	+35,765	New	+$456K	0.34%	77

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Triangle Securities Wealth Management's BAC Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Bank of America (BAC) stake by 0.39% in Q2 2026, buying an estimated $13.3K and bringing the position to 64,206 shares worth $3.66M. The position accounts for 0.73% of the portfolio, ranked #41.

Triangle Securities Wealth Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.86M in Q4 2021. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Triangle Securities Wealth Management held 64,206 shares of Bank of America worth $3.66M as of Q2 2026.
Triangle Securities Wealth Management bought 250 Bank of America shares in Q2 2026, an estimated $13.3K.
Bank of America made up 0.73% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #41 holding.
Triangle Securities Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Bank of America position peaked at $3.86M in Q4 2021.
739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.