SEC 13F Intelligence

Peloton Wealth Strategists / BAC

Peloton Wealth Strategists’s Bank America Corp Position

Does Peloton Wealth Strategists own Bank America Corp (BAC)? Yes3.6K shares worth $4M (+1.76% of its 13F portfolio) as of Q1 2026, up from 3.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
3.6K
% of Portfolio
+1.76%
Quarters Held
23
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $8MQ3 ’19Q4 ’19: $8MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $1MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.6K$4M+1.76%
Q4 20253.4K$4M+1.67%
Q3 20253.4K$4M+1.69%
Q2 20253.4K$4M+1.64%
Q1 20253.3K$4M+1.73%
Q4 20243.4K$4M+1.67%
Q3 20243.5K$4M+1.77%
Q2 20243.5K$4M+1.75%
Q1 20243.5K$4M+1.70%
Q4 20233.5K$4M+1.80%
Q3 20233.5K$4M+1.78%
Q2 20233.1K$4M+1.61%
Q1 20233.1K$4M+1.63%
Q4 20223.0K$3M+1.68%
Q4 202038.1K$1M+0.57%
Q3 202040.5K$5M+2.55%
Q2 202054.9K$4M+2.82%
Q1 202053.2K$4M+3.61%
Q4 201956.6K$8M+4.83%
Q3 201953.4K$8M+4.96%
Q2 201953.7K$7M+4.66%
Q1 201953.8K$7M+4.68%
Q4 201853.0K$6M+4.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of BAC.