Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 64,206
Value: $3.66M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,206	$3.66M	0.7%	+250+0.4%	Added	Holders
Q1 2026	63,956	$3.12M	0.7%	−688−1.1%	Reduced	Holders
Q4 2025	64,644	$3.56M	0.7%	−2,891−4.3%	Reduced	Holders
Q3 2025	67,535	$3.48M	0.8%	+2,707+4.2%	Added	Holders
Q2 2025	64,828	$3.07M	0.8%	−6,108−8.6%	Reduced	Holders
Q1 2025	70,936	$2.96M	0.8%	−1,607−2.2%	Reduced	Holders
Q4 2024	72,543	$3.19M	0.8%	−3,180−4.2%	Reduced	Holders
Q3 2024	75,723	$3.00M	0.8%	−2,420−3.1%	Reduced	Holders
Q2 2024	78,143	$3.11M	0.9%	−1,914−2.4%	Reduced	Holders
Q1 2024	80,057	$3.04M	0.9%	−1,458−1.8%	Reduced	Holders
Q4 2023	81,515	$2.74M	0.9%	−891−1.1%	Reduced	Holders
Q3 2023	82,406	$2.26M	0.8%	−271−0.3%	Reduced	Holders
Q2 2023	82,677	$2.37M	0.8%	+236+0.3%	Added	Holders
Q1 2023	82,441	$2.36M	0.8%	−1,530−1.8%	Reduced	Holders
Q4 2022	83,971	$2.78M	1.0%	−245−0.3%	Reduced	Holders
Q3 2022	84,216	$2.54M	1.0%	−95−0.1%	Reduced	Holders
Q2 2022	84,311	$2.63M	1.0%	+3,295+4.1%	Added	Holders
Q1 2022	81,016	$3.34M	1.1%	−5,809−6.7%	Reduced	Holders
Q4 2021	86,825	$3.86M	1.2%	−266−0.3%	Reduced	Holders
Q3 2021	87,091	$3.70M	1.3%	+55+0.1%	Added	Holders
Q2 2021	87,036	$3.59M	1.2%	−522−0.6%	Reduced	Holders
Q1 2021	87,558	$3.39M	1.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.