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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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 3,462 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.
  • 3,462 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.