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Triton Wealth Management’s Bank of America BAC Stock Holding History

Triton 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 		$607K Buy
10,409
+600
+6% +$31.9K 0.19% 57
2026
Q1 		$483K Buy
9,809
+177
+2% +$9.13K 0.18% 62
2025
Q4 		$519K Sell
9,632
-9
-0.1% -$476 0.2% 58
2025
Q3 		$511K Buy
9,641
+15
+0.2% +$732 0.19% 60
2025
Q2 		$466K Buy
+9,626
New +$405K 0.2% 60
2024
Q4 		$504K Buy
11,138
+1,920
+21% +$84.5K 0.26% 41
2024
Q3 		$362K Hold
9,218
– – 0.21% 53
2024
Q2 		$391K Sell
9,218
-500
-5% -$19.2K 0.23% 47
2024
Q1 		$372K Buy
9,718
+1
+0% +$34 0.26% 43
2023
Q4 		$330K Sell
9,717
-2,010
-17% -$58.5K 0.22% 44
2023
Q3 		$334K Buy
11,727
+1,760
+18% +$52.1K 0.22% 44
2023
Q2 		$310K Buy
9,967
+5
+0.1% +$143 0.17% 56
2023
Q1 		$289K Sell
9,962
-139
-1% -$4.59K 0.18% 53
2022
Q4 		$341K Sell
10,101
-300
-3% -$10.3K 0.21% 51
2022
Q3 		$336K Buy
10,401
+1
+0% +$33 0.2% 49
2022
Q2 		$346K Sell
10,400
-1,415
-12% -$50.9K 0.24% 53
2022
Q1 		$552K Hold
11,815
– – 0.29% 41
2021
Q4 		$552K Sell
11,815
-50
-0.4% -$2.28K 0.29% 41
2021
Q3 		$548K Buy
11,865
+44
+0.4% +$1.77K 0.26% 56
2021
Q2 		$491K Buy
11,821
+100
+0.9% +$4.1K 0.28% 61
2021
Q1 		$468K Sell
11,721
-63
-0.5% -$2.17K 0.32% 63
2020
Q4 		$357K Sell
11,784
-1,306
-10% -$35K 0.23% 58
2020
Q3 		$323K Sell
13,090
-301
-2% -$7.49K 0.27% 48
2020
Q2 		$325K Sell
13,391
-937
-7% -$22.1K 0.34% 47
2020
Q1 		$336K Buy
+14,328
New +$430K 0.54% 33

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

Triton Wealth Management's BAC Position: Q2 2026 in Review

Triton Wealth Management increased its Bank of America (BAC) stake by 6.1% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,409 shares worth $607K. The position accounts for 0.19% of the portfolio, ranked #57.

Triton Wealth Management first reported a position in BAC in Q1 2020 and has held it in 25 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Triton Wealth Management held 10,409 shares of Bank of America worth $607K as of Q2 2026.
  • Triton Wealth Management bought 600 Bank of America shares in Q2 2026, an estimated $31.9K.
  • Bank of America made up 0.19% of Triton Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Triton Wealth Management first reported a position in Bank of America in Q1 2020 and has held it in 25 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.