Trifecta Capital Advisors’s Bank of America BAC Stock Holding History

Trifecta Capital Advisors’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	$320K	Buy	5,614 +114	+2%	+$6.06K	0.04%	89
2026 Q1	$268K	Sell	5,500 -300	-5%	-$15.5K	0.04%	88
2025 Q4	$319K	Sell	5,800 -278	-5%	-$14.7K	0.05%	85
2025 Q3	$314K	Sell	6,078 -1,351	-18%	-$65.9K	0.05%	85
2025 Q2	$352K	Buy	7,429 +7,151	+2,572%	+$301K	0.06%	78
2025 Q1	$11.6K	Hold	278	–	–	﹤0.01%	211
2024 Q4	$12.2K	Hold	278	–	–	﹤0.01%	208
2024 Q3	$11K	Hold	278	–	–	﹤0.01%	214
2024 Q2	$11.1K	Sell	278 -3,230	-92%	-$124K	﹤0.01%	212
2024 Q1	$133K	Buy	3,508 +2,000	+133%	+$68.7K	0.03%	93
2023 Q4	$50.8K	Sell	1,508 -980	-39%	-$28.5K	0.01%	136
2023 Q3	$68.1K	Buy	2,488 +630	+34%	+$18.6K	0.02%	119
2023 Q2	$53.3K	Buy	1,858 +105	+6%	+$3K	0.02%	139
2023 Q1	$50.1K	Sell	1,753 -71,481	-98%	-$2.36M	0.02%	143
2022 Q4	$2.43M	Buy	+73,234	New	+$2.52M	0.97%	32

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

Trifecta Capital Advisors's BAC Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $6.06K and bringing the position to 5,614 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #89.

Trifecta Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q4 2022. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Trifecta Capital Advisors held 5,614 shares of Bank of America worth $320K as of Q2 2026.
Trifecta Capital Advisors bought 114 Bank of America shares in Q2 2026, an estimated $6.06K.
Bank of America made up 0.04% of Trifecta Capital Advisors's portfolio in Q2 2026, its #89 holding.
Trifecta Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Bank of America position peaked at $2.43M in Q4 2022.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.