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TCV Trust & Wealth Management’s Bank of America BAC Stock Holding History

TCV Trust & Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$875K Buy
15,351
+742
+5% +$39.5K 0.07% 122
2026
Q1 		$712K Sell
14,609
-1,270
-8% -$65.5K 0.06% 123
2025
Q4 		$873K Buy
15,879
+3,343
+27% +$177K 0.07% 115
2025
Q3 		$647K Sell
12,536
-3,250
-21% -$159K 0.05% 127
2025
Q2 		$747K Sell
15,786
-300
-2% -$12.6K 0.07% 119
2025
Q1 		$671K Sell
16,086
-4,300
-21% -$192K 0.06% 118
2024
Q4 		$896K Sell
20,386
-250
-1% -$11K 0.08% 103
2024
Q3 		$819K Sell
20,636
-347
-2% -$13.9K 0.07% 112
2024
Q2 		$834K Sell
20,983
-310
-1% -$11.9K 0.08% 107
2024
Q1 		$807K Hold
21,293
– – 0.08% 112
2023
Q4 		$717K Sell
21,293
-112
-0.5% -$3.26K 0.07% 116
2023
Q3 		$586K Hold
21,405
– – 0.06% 122
2023
Q2 		$614K Hold
21,405
– – 0.07% 124
2023
Q1 		$612K Buy
21,405
+957
+5% +$31.6K 0.07% 128
2022
Q4 		$677K Sell
20,448
-105
-0.5% -$3.62K 0.08% 126
2022
Q3 		$621K Sell
20,553
-759
-4% -$25.4K 0.08% 119
2022
Q2 		$664K Buy
21,312
+974
+5% +$35.1K 0.08% 121
2022
Q1 		$839K Sell
20,338
-2,182
-10% -$98.5K 0.09% 118
2021
Q4 		$1M Buy
22,520
+562
+3% +$25.6K 0.1% 115
2021
Q3 		$932K Buy
21,958
+534
+2% +$21.5K 0.1% 110
2021
Q2 		$876K Sell
21,424
-486
-2% -$19.9K 0.1% 109
2021
Q1 		$848K Buy
21,910
+1,005
+5% +$34.7K 0.1% 108
2020
Q4 		$633K Sell
20,905
-1,329
-6% -$35.6K 0.08% 120
2020
Q3 		$536K Sell
22,234
-250
-1% -$6.22K 0.07% 121
2020
Q2 		$534K Sell
22,484
-5,278
-19% -$125K 0.08% 115
2020
Q1 		$589K Sell
27,762
-62
-0.2% -$1.86K 0.1% 106
2019
Q4 		$980K Sell
27,824
-2,937
-10% -$94.9K 0.12% 99
2019
Q3 		$897K Buy
30,761
+2,266
+8% +$65.2K 0.12% 100
2019
Q2 		$826K Sell
28,495
-1,302
-4% -$37.5K 0.11% 105
2019
Q1 		$822K Sell
29,797
-587
-2% -$16.6K 0.11% 109
2018
Q4 		$749K Sell
30,384
-3,586
-11% -$97.3K 0.11% 113
2018
Q3 		$1M Sell
33,970
-1,110
-3% -$33.8K 0.13% 107
2018
Q2 		$988K Hold
35,080
– – 0.14% 102
2018
Q1 		$1.05M Sell
35,080
-738
-2% -$23.2K 0.15% 97
2017
Q4 		$1.06M Buy
35,818
+16,713
+87% +$461K 0.15% 97
2017
Q3 		$484K Hold
19,105
– – 0.07% 131
2017
Q2 		$464K Sell
19,105
-1,098
-5% -$25.6K 0.07% 134
2017
Q1 		$477K Buy
+20,203
New +$479K 0.07% 136
2016
Q2 		– Sell
-12,072
Closed -$163K – 164
2016
Q1 		$163K Buy
12,072
+706
+6% +$9.53K 0.03% 156
2015
Q4 		$192K Buy
11,366
+1,112
+11% +$18.8K 0.03% 162
2015
Q3 		$160K Buy
10,254
+200
+2% +$3.37K 0.03% 167
2015
Q2 		$171K Sell
10,054
-7,877
-44% -$130K 0.03% 173
2015
Q1 		$276K Buy
+17,931
New +$288K 0.04% 160
2014
Q3 		– Sell
-10,133
Closed -$156K – 169
2014
Q2 		$156K Buy
+10,133
New +$157K 0.03% 171

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCV Trust & Wealth Management's BAC Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Bank of America (BAC) stake by 5.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 15,351 shares worth $875K. The position accounts for 0.07% of the portfolio, ranked #122.

TCV Trust & Wealth Management first reported a position in BAC in Q2 2014 and has held it in 44 quarters since. The position peaked at $1.06M in Q4 2017. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • TCV Trust & Wealth Management held 15,351 shares of Bank of America worth $875K as of Q2 2026.
  • TCV Trust & Wealth Management bought 742 Bank of America shares in Q2 2026, an estimated $39.5K.
  • Bank of America made up 0.07% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #122 holding.
  • TCV Trust & Wealth Management first reported a position in Bank of America in Q2 2014 and has held it in 44 quarters since.
  • TCV Trust & Wealth Management's Bank of America position peaked at $1.06M in Q4 2017.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.