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 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 $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

Trifecta Capital Advisors's BAC Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Bank of America (BAC) stake by 5.2% in Q1 2026, selling an estimated $15.5K and leaving 5,500 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #88.

Trifecta Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q4 2022. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Trifecta Capital Advisors held 5,500 shares of Bank of America worth $268K as of Q1 2026.
Trifecta Capital Advisors sold 300 Bank of America shares in Q1 2026, an estimated $15.5K.
Bank of America made up 0.04% of Trifecta Capital Advisors's portfolio in Q1 2026, its #88 holding.
Trifecta Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Bank of America position peaked at $2.43M in Q4 2022.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.