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Twin City Private Wealth’s Bank of America BAC Stock Holding History

Twin City Private 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 		– Sell
-11,299
Closed -$621K – 97
2025
Q4 		$621K Buy
11,299
+399
+4% +$21.1K 0.47% 72
2025
Q3 		$562K Buy
10,900
+566
+5% +$27.6K 0.44% 73
2025
Q2 		$489K Sell
10,334
-1,013
-9% -$42.6K 0.4% 76
2025
Q1 		$473K Sell
11,347
-295
-3% -$13.1K 0.42% 72
2024
Q4 		$512K Buy
11,642
+537
+5% +$23.6K 0.45% 69
2024
Q3 		$441K Buy
11,105
+158
+1% +$6.33K 0.38% 72
2024
Q2 		$435K Buy
10,947
+354
+3% +$13.6K 0.41% 72
2024
Q1 		$402K Buy
+10,593
New +$364K 0.4% 74

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin City Private Wealth's BAC Position: Q1 2026 in Review

Twin City Private Wealth sold out of Bank of America (BAC) in Q1 2026, closing a stake of 11,299 shares — an estimated $621K sold.

Twin City Private Wealth first reported a position in BAC in Q1 2024 and held it in 8 quarters. The position peaked at $621K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Twin City Private Wealth reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Twin City Private Wealth sold 11,299 Bank of America shares in Q1 2026, an estimated $621K.
  • Twin City Private Wealth first reported a position in Bank of America in Q1 2024 and held it in 8 quarters.
  • Twin City Private Wealth's Bank of America position peaked at $621K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.