Bank of America
TWFG

Bank of America’s TWFG Inc TWFG Stock Holding History

Bank of America’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$995K Buy
54,111
+11,415
+27% +$253K ﹤0.01% 4532
2025
Q4 		$1.23M Buy
42,696
+12,516
+41% +$340K ﹤0.01% 4400
2025
Q3 		$828K Sell
30,180
-20,438
-40% -$591K ﹤0.01% 5449
2025
Q2 		$1.77M Buy
50,618
+37,546
+287% +$1.25M ﹤0.01% 4885
2025
Q1 		$404K Buy
13,072
+9,238
+241% +$277K ﹤0.01% 5769
2024
Q4 		$118K Sell
3,834
-8,999
-70% -$280K ﹤0.01% 6328
2024
Q3 		$348K Buy
+12,833
New +$333K ﹤0.01% 5717

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Bank of America increased its TWFG Inc (TWFG) stake by 27% in Q1 2026, buying an estimated $253K and bringing the position to 54,111 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

Bank of America first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Bank of America held 54,111 shares of TWFG Inc worth $995K as of Q1 2026.
  • Bank of America bought 11,415 TWFG Inc shares in Q1 2026, an estimated $253K.
  • TWFG Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4532 holding.
  • Bank of America first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Bank of America's TWFG Inc position peaked at $1.77M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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