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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$408K Buy
7,166
+1,130
+19% +$60.1K 0.09% 131
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

Twin Peaks Wealth Advisors's BAC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Bank of America (BAC) stake by 19% in Q2 2026, buying an estimated $60.1K and bringing the position to 7,166 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #131.

Twin Peaks Wealth Advisors first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Twin Peaks Wealth Advisors held 7,166 shares of Bank of America worth $408K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 1,130 Bank of America shares in Q2 2026, an estimated $60.1K.
  • Bank of America made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.