Bank of America
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Bank of America’s Tiptree Inc TIPT Stock Holding History

Bank of America’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$700K Sell
41,371
-699
-2% -$12K ﹤0.01% 4717
2025
Q4 		$769K Buy
42,070
+10,870
+35% +$198K ﹤0.01% 4666
2025
Q3 		$598K Sell
31,200
-8,321
-21% -$185K ﹤0.01% 5672
2025
Q2 		$932K Buy
39,521
+4,837
+14% +$108K ﹤0.01% 5343
2025
Q1 		$836K Sell
34,684
-15,248
-31% -$324K ﹤0.01% 5353
2024
Q4 		$1.04M Buy
49,932
+11,479
+30% +$240K ﹤0.01% 4990
2024
Q3 		$753K Buy
38,453
+10,254
+36% +$190K ﹤0.01% 5240
2024
Q2 		$465K Buy
28,199
+8,116
+40% +$136K ﹤0.01% 5386
2024
Q1 		$347K Sell
20,083
-54,715
-73% -$982K ﹤0.01% 5568
2023
Q4 		$1.42M Buy
74,798
+42,981
+135% +$744K ﹤0.01% 4709
2023
Q3 		$533K Sell
31,817
-16,252
-34% -$258K ﹤0.01% 5274
2023
Q2 		$722K Buy
48,069
+26,374
+122% +$367K ﹤0.01% 5004
2023
Q1 		$316K Sell
21,695
-19,958
-48% -$304K ﹤0.01% 5671
2022
Q4 		$576K Sell
41,653
-1,125
-3% -$14.5K ﹤0.01% 5285
2022
Q3 		$460K Buy
42,778
+206
+0.5% +$2.35K ﹤0.01% 5470
2022
Q2 		$452K Sell
42,572
-10,525
-20% -$118K ﹤0.01% 5503
2022
Q1 		$682K Sell
53,097
-2,197
-4% -$28.3K ﹤0.01% 5577
2021
Q4 		$765K Buy
55,294
+4,178
+8% +$58.5K ﹤0.01% 5515
2021
Q3 		$512K Buy
51,116
+2,140
+4% +$20.9K ﹤0.01% 5623
2021
Q2 		$455K Sell
48,976
-855,795
-95% -$9.03M ﹤0.01% 5507
2021
Q1 		$8.1M Buy
904,771
+7,040
+0.8% +$40.7K ﹤0.01% 2924
2020
Q4 		$4.51M Sell
897,731
-22,758
-2% -$118K ﹤0.01% 3230
2020
Q3 		$4.56M Buy
920,489
+27,081
+3% +$147K ﹤0.01% 2999
2020
Q2 		$5.76M Sell
893,408
-1,851
-0.2% -$10.9K ﹤0.01% 2715
2020
Q1 		$4.67M Sell
895,259
-507,321
-36% -$3.41M ﹤0.01% 2728
2019
Q4 		$11.4M Sell
1,402,580
-353,684
-20% -$2.7M ﹤0.01% 2431
2019
Q3 		$12.8M Sell
1,756,264
-145,625
-8% -$983K ﹤0.01% 2258
2019
Q2 		$12M Buy
1,901,889
+1,915
+0.1% +$11.8K ﹤0.01% 2352
2019
Q1 		$12M Buy
1,899,974
+49
+0% +$294 ﹤0.01% 2298
2018
Q4 		$10.6M Buy
1,899,925
+5,661
+0.3% +$32.5K ﹤0.01% 2242
2018
Q3 		$12.4M Sell
1,894,264
-147,205
-7% -$982K ﹤0.01% 2266
2018
Q2 		$13.9M Sell
2,041,469
-240,867
-11% -$1.56M ﹤0.01% 2128
2018
Q1 		$14.5M Sell
2,282,336
-142
-0% -$861 ﹤0.01% 2064
2017
Q4 		$13.6M Buy
2,282,478
+142
+0% +$926 ﹤0.01% 2167
2017
Q3 		$14.3M Sell
2,282,336
-5,384
-0.2% -$35.2K ﹤0.01% 2169
2017
Q2 		$16.1M Sell
2,287,720
-39,456
-2% -$267K ﹤0.01% 1929
2017
Q1 		$17M Sell
2,327,176
-2,635
-0.1% -$17.3K ﹤0.01% 1900
2016
Q4 		$14.3M Sell
2,329,811
-1,890
-0.1% -$11.7K ﹤0.01% 1985
2016
Q3 		$13.8M Buy
2,331,701
+2,770
+0.1% +$15.2K ﹤0.01% 1942
2016
Q2 		$12.8M Buy
2,328,931
+1,755
+0.1% +$9.58K ﹤0.01% 1970
2016
Q1 		$13.3M Sell
2,327,176
-724
-0% -$4.27K ﹤0.01% 1899
2015
Q4 		$14.3M Buy
2,327,900
+724
+0% +$4.87K ﹤0.01% 1930
2015
Q3 		$14.9M Sell
2,327,176
-76,634
-3% -$480K ﹤0.01% 1857
2015
Q2 		$17.4M Sell
2,403,810
-143,990
-6% -$970K 0.01% 1515
2015
Q1 		$16.9M Sell
2,547,800
-12,118
-0.5% -$86.5K 0.01% 1482
2014
Q4 		$20.7M Buy
2,559,918
+1,774,367
+226% +$13.7M 0.01% 1361
2014
Q3 		$6.49M Sell
785,551
-423
-0.1% -$3.11K ﹤0.01% 2321
2014
Q2 		$6.84M Sell
785,974
-117,884
-13% -$1.09M ﹤0.01% 2262
2014
Q1 		$6.78M Sell
903,858
-903,533
-50% -$6.75M ﹤0.01% 2125
2013
Q4 		$13.3M Buy
1,807,391
+903,858
+100% +$6.84M ﹤0.01% 1603
2013
Q3 		$6.73M Buy
+903,533
New +$6.94M ﹤0.01% 2142

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America's TIPT Position: Q1 2026 in Review

Bank of America reduced its Tiptree Inc (TIPT) stake by 1.7% in Q1 2026, selling an estimated $12K and leaving 41,371 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Bank of America first reported a position in TIPT in Q3 2013 and has held it in 51 quarters since. The position peaked at $20.7M in Q4 2014. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Bank of America held 41,371 shares of Tiptree Inc worth $700K as of Q1 2026.
  • Bank of America sold 699 Tiptree Inc shares in Q1 2026, an estimated $12K.
  • Tiptree Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4717 holding.
  • Bank of America first reported a position in Tiptree Inc in Q3 2013 and has held it in 51 quarters since.
  • Bank of America's Tiptree Inc position peaked at $20.7M in Q4 2014.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.