Triangle Securities Wealth Management

Broker-Dealer

Position in BAC — Bank Of America Corp /De/

CIK 1541353 RALEIGH, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,658,457

+$540,602 QoQ

Shares Held

64,206

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#1,134

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $15,969,771 across 5 Banks - Diversified names. BAC ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,316	$7,632,026
2	BAC	Bank Of America Corp /De/ This page	64,206	$3,658,457
3	WFC	Wells Fargo & Company/Mn	32,176	$2,659,024
4	C	Citigroup Inc	10,294	$1,440,748
5	RY	Royal Bank Of Canada	2,800	$579,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,658,457	64,206	+0.4%	Shares	Sole	2026-07-14
2026-03-31	$3,117,855	63,956	-1.1%	Shares	Sole	2026-04-20
2025-12-31	$3,555,420	64,644	-4.3%	Shares	Sole	2026-01-13
2025-09-30	$3,484,130	67,535	+4.2%	Shares	Sole	2025-10-15
2025-06-30	$3,067,660	64,828	-8.6%	Shares	Sole	2025-07-10
2025-03-31	$2,960,159	70,936	-2.2%	Shares	Sole	2025-04-10
2024-12-31	$3,188,264	72,543	-4.2%	Shares	Sole	2025-01-15
2024-09-30	$3,004,688	75,723	-3.1%	Shares	Sole	2024-11-14
2024-06-30	$3,107,747	78,143	-2.4%	Shares	Sole	2024-07-10
2024-03-31	$3,035,761	80,057	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$2,744,610	81,515	-1.1%	Shares	Sole	2024-01-10
2023-09-30	$2,256,276	82,406	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$2,372,003	82,677	+0.3%	Shares	Sole	2023-07-13
2023-03-31	$2,357,812	82,441	-1.8%	Shares	Sole	2023-04-20
2022-12-31	$2,781,119	83,971	-0.3%	Shares	Sole	2023-01-11
2022-09-30	$2,543,323	84,216	-0.1%	Shares	Sole	2022-10-19
2022-06-30	$2,624,601	84,311	+4.1%	Shares	Sole	2022-07-11
2022-03-31	$3,339,479	81,016	-6.7%	Shares	Sole	2022-04-13
2021-12-31	$3,862,844	86,825	-0.3%	Shares	Sole	2022-01-14
2021-09-30	$3,697,012	87,091	+0.1%	Shares	Sole	2021-10-14
2021-06-30	$3,588,494	87,036	-0.6%	Shares	Sole	2021-07-12
2021-03-31	$3,387,619	87,558	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$2,666,037	87,959	+1.1%	Shares	Sole	2021-01-11
2020-09-30	$2,095,685	86,994	+2.2%	Shares	Sole	2020-10-09
2020-06-30	$2,021,220	85,104	+12.8%	Shares	Sole	2020-07-08
2020-03-31	$1,601,463	75,434	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.