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Trinity Legacy Partners’s Bank of America BAC Stock Holding History

Trinity Legacy Partners’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
2021
Q3 		– Sell
-2,500
Closed -$1K – 108
2021
Q2 		$1K Hold
2,500
– – ﹤0.01% 116
2021
Q1 		$1K Buy
+2,500
New +$86.3K ﹤0.01% 101

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trinity Legacy Partners's BAC Position: Q2 2026 in Review

Trinity Legacy Partners opened a new position in Bank of America (BAC) in Q2 2026: 3,486 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Trinity Legacy Partners previously reported a position in BAC as recently as Q4 2022.

Trinity Legacy Partners first reported a position in BAC in Q1 2019 and has held it in 14 quarters since. The position peaked at $408K in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Trinity Legacy Partners held 3,486 shares of Bank of America worth $214K as of Q2 2026.
  • Bank of America was a new Trinity Legacy Partners position in Q2 2026.
  • Bank of America made up 0.04% of Trinity Legacy Partners's portfolio in Q2 2026, its #108 holding.
  • Trinity Legacy Partners first reported a position in Bank of America in Q1 2019 and has held it in 14 quarters since.
  • Trinity Legacy Partners's Bank of America position peaked at $408K in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.