Trifecta Capital Advisors
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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
Q3 		$306K Hold
5,614
– – 0.04% 91
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Trifecta Capital Advisors's BAC Position: Q3 2026 in Review

Trifecta Capital Advisors held its Bank of America (BAC) position steady in Q3 2026 at 5,614 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #91.

Trifecta Capital Advisors first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.43M in Q4 2022. 2,159 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Trifecta Capital Advisors held 5,614 shares of Bank of America worth $306K as of Q3 2026.
  • Trifecta Capital Advisors left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.04% of Trifecta Capital Advisors's portfolio in Q3 2026, its #91 holding.
  • Trifecta Capital Advisors first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Bank of America position peaked at $2.43M in Q4 2022.
  • 2,159 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.