TritonPoint Wealth’s Bank of America BAC Stock Holding History

TritonPoint Wealth’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	$3.37M	Sell	59,168 -5,324	-8%	-$283K	0.33%	72
2026 Q1	$3.14M	Sell	64,492 -6,827	-10%	-$352K	0.34%	73
2025 Q4	$3.92M	Sell	71,319 -3,420	-5%	-$181K	0.4%	62
2025 Q3	$3.86M	Buy	74,739 +4,449	+6%	+$217K	0.33%	79
2025 Q2	$3.33M	Sell	70,290 -860	-1%	-$36.2K	0.31%	83
2025 Q1	$2.97M	Sell	71,150 -613	-0.9%	-$27.3K	0.28%	87
2024 Q4	$3.15M	Sell	71,763 -805	-1%	-$35.4K	0.29%	90
2024 Q3	$2.86M	Sell	72,568 -4,241	-6%	-$170K	0.26%	94
2024 Q2	$3.05M	Sell	76,809 -7,748	-9%	-$297K	0.29%	84
2024 Q1	$2.95M	Sell	84,557 -7,393	-8%	-$254K	0.31%	79
2023 Q4	$3.1M	Buy	+91,950	New	+$2.68M	0.3%	82

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

TritonPoint Wealth's BAC Position: Q2 2026 in Review

TritonPoint Wealth reduced its Bank of America (BAC) stake by 8.3% in Q2 2026, selling an estimated $283K and leaving 59,168 shares worth $3.37M. The position accounts for 0.33% of the portfolio, ranked #72.

TritonPoint Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.92M in Q4 2025. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

TritonPoint Wealth held 59,168 shares of Bank of America worth $3.37M as of Q2 2026.
TritonPoint Wealth sold 5,324 Bank of America shares in Q2 2026, an estimated $283K.
Bank of America made up 0.33% of TritonPoint Wealth's portfolio in Q2 2026, its #72 holding.
TritonPoint Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Bank of America position peaked at $3.92M in Q4 2025.
3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.