Triumph Capital Management
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Triumph Capital Management’s Bank of America BAC Stock Holding History

Triumph Capital 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
Q3 		$227K Buy
4,162
+2,306
+124% +$140K 0.04% 349
2026
Q2 		$106K Buy
1,856
+374
+25% +$19.9K 0.02% 476
2026
Q1 		$72.2K Buy
1,482
+123
+9% +$6.35K 0.01% 536
2025
Q4 		$74.7K Buy
+1,359
New +$71.8K 0.02% 508
2024
Q4 		– Sell
-6,576
Closed -$261K – 278
2024
Q3 		$261K Buy
+6,576
New +$264K 0.09% 226
2023
Q4 		– Sell
-9,508
Closed -$263K – 221
2023
Q3 		$263K Sell
9,508
-9,672
-50% -$286K 0.12% 171
2023
Q2 		$550K Buy
19,180
+6,807
+55% +$194K 0.25% 86
2023
Q1 		$354K Sell
12,373
-2,148
-15% -$70.9K 0.18% 116
2022
Q4 		$481K Buy
+14,521
New +$500K 0.26% 92
2022
Q3 		– Sell
-10,223
Closed -$318K – 189
2022
Q2 		$318K Buy
10,223
+60
+0.6% +$2.16K 0.17% 137
2022
Q1 		$419K Sell
10,163
-7,430
-42% -$335K 0.18% 124
2021
Q4 		$783K Buy
17,593
+7,600
+76% +$346K 0.34% 70
2021
Q3 		$424K Buy
9,993
+751
+8% +$30.3K 0.2% 116
2021
Q2 		$359K Buy
+9,242
New +$379K 0.21% 113

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triumph Capital Management's BAC Position: Q3 2026 in Review

Triumph Capital Management increased its Bank of America (BAC) stake by 124% in Q3 2026, buying an estimated $140K and bringing the position to 4,162 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #349.

Triumph Capital Management first reported a position in BAC in Q2 2021 and has held it in 14 quarters since. The position peaked at $783K in Q4 2021. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Triumph Capital Management held 4,162 shares of Bank of America worth $227K as of Q3 2026.
  • Triumph Capital Management bought 2,306 Bank of America shares in Q3 2026, an estimated $140K.
  • Bank of America made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #349 holding.
  • Triumph Capital Management first reported a position in Bank of America in Q2 2021 and has held it in 14 quarters since.
  • Triumph Capital Management's Bank of America position peaked at $783K in Q4 2021.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.