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 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 $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

TritonPoint Wealth's BAC Position: Q1 2026 in Review

TritonPoint Wealth reduced its Bank of America (BAC) stake by 9.6% in Q1 2026, selling an estimated $352K and leaving 64,492 shares worth $3.14M. The position accounts for 0.34% of the portfolio, ranked #73.

TritonPoint Wealth first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.92M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

TritonPoint Wealth held 64,492 shares of Bank of America worth $3.14M as of Q1 2026.
TritonPoint Wealth sold 6,827 Bank of America shares in Q1 2026, an estimated $352K.
Bank of America made up 0.34% of TritonPoint Wealth's portfolio in Q1 2026, its #73 holding.
TritonPoint Wealth first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Bank of America position peaked at $3.92M in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.