Bank of America’s TOP Financial Group TOP Stock Holding History

Bank of America’s Portfolio TOP Stock Details TOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,609	Closed	-$10.8K	–	8412
2024 Q3	$10.8K	Buy	5,609 +5,455	+3,542%	+$11.6K	﹤0.01%	6878
2024 Q2	$400	Sell	154 -7,815	-98%	-$20K	﹤0.01%	7398
2024 Q1	$21.3K	Buy	+7,969	New	+$23.9K	﹤0.01%	6740
2023 Q2	–	Sell	-11,980	Closed	-$67.1K	–	7944
2023 Q1	$67.1K	Buy	+11,980	New	+$56.8K	﹤0.01%	6401

Other funds holding TOP

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return

Bank of America's TOP Position: Q4 2024 in Review

Bank of America sold out of TOP Financial Group (TOP) in Q4 2024, closing a stake of 5,609 shares — an estimated $10.8K sold.

Bank of America first reported a position in TOP in Q1 2023 and held it in 4 quarters. The position peaked at $67.1K in Q1 2023. 7 funds tracked by Wall St. Rank hold TOP as of Q4 2024.

Bank of America reported no remaining TOP Financial Group position as of Q4 2024 after selling out during the quarter.
Bank of America sold 5,609 TOP Financial Group shares in Q4 2024, an estimated $10.8K.
Bank of America first reported a position in TOP Financial Group in Q1 2023 and held it in 4 quarters.
Bank of America's TOP Financial Group position peaked at $67.1K in Q1 2023.
7 funds tracked by Wall St. Rank held TOP Financial Group as of Q4 2024.

Based on Bank of America's 13F filing for Q4 2024, filed 14 Feb 2025.