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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Triumph Capital Management's BAC Position: Q2 2026 in Review

Triumph Capital Management increased its Bank of America (BAC) stake by 25% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,856 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #476.

Triumph Capital Management first reported a position in BAC in Q2 2021 and has held it in 13 quarters since. The position peaked at $783K in Q4 2021. 924 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Triumph Capital Management held 1,856 shares of Bank of America worth $106K as of Q2 2026.
Triumph Capital Management bought 374 Bank of America shares in Q2 2026, an estimated $19.9K.
Bank of America made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #476 holding.
Triumph Capital Management first reported a position in Bank of America in Q2 2021 and has held it in 13 quarters since.
Triumph Capital Management's Bank of America position peaked at $783K in Q4 2021.
924 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.