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Trifecta Capital Advisors, LLC

SEC CIK
0001962615
Latest filing
Aug 3, 2026

BAC holding history

Bank of America Corp in every 13F filed by Trifecta Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
5,614
Value
$319.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BAC by Trifecta Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,614$319.9K<0.1%+114+2.1%AddedHolders
Q1 20265,500$268.1K<0.1%−300−5.2%ReducedHolders
Q4 20255,800$319.0K<0.1%−278−4.6%ReducedHolders
Q3 20256,078$313.6K<0.1%−1,351−18.2%ReducedHolders
Q2 20257,429$351.5K0.1%+7,151+2,572.3%AddedHolders
Q1 2025278$11.6K<0.1%00.0%UnchangedHolders
Q4 2024278$12.2K<0.1%00.0%UnchangedHolders
Q3 2024278$11.0K<0.1%00.0%UnchangedHolders
Q2 2024278$11.1K<0.1%−3,230−92.1%ReducedHolders
Q1 20243,508$133.0K<0.1%+2,000+132.6%AddedHolders
Q4 20231,508$50.8K<0.1%−980−39.4%ReducedHolders
Q3 20232,488$68.1K<0.1%+630+33.9%AddedHolders
Q2 20231,858$53.3K<0.1%+105+6.0%AddedHolders
Q1 20231,753$50.1K<0.1%−71,481−97.6%ReducedHolders
Q4 202273,234$2.43M1.0%–No prior filingHolders