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Twin Peaks Wealth Advisors’s Bank of America BAC Stock Holding History

Twin Peaks Wealth Advisors’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 		$294K Buy
6,036
+272
+5% +$14K 0.07% 142
2025
Q4 		$325K Buy
5,764
+649
+13% +$34.3K 0.09% 137
2025
Q3 		$264K Buy
5,115
+635
+14% +$31K 0.09% 141
2025
Q2 		$213K Buy
+4,480
New +$188K 0.07% 152

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 Peaks Wealth Advisors's BAC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Bank of America (BAC) stake by 4.7% in Q1 2026, buying an estimated $14K and bringing the position to 6,036 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #142.

Twin Peaks Wealth Advisors first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 6,036 shares of Bank of America worth $294K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 272 Bank of America shares in Q1 2026, an estimated $14K.
  • Bank of America made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Twin Peaks Wealth Advisors's Bank of America position peaked at $325K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.