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tru Independence’s Bank of America BAC Stock Holding History

tru Independence’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
Q1 		$935K Sell
19,175
-150,684
-89% -$7.78M 0.46% 27
2025
Q4 		$9.34M Sell
169,859
-7,237
-4% -$383K 2.36% 9
2025
Q3 		$9.14M Sell
177,096
-2,166
-1% -$106K 2.37% 9
2025
Q2 		$8.48M Sell
179,262
-3,494
-2% -$147K 2.45% 7
2025
Q1 		$7.63M Buy
182,756
+738
+0.4% +$32.9K 2.37% 8
2024
Q4 		$8M Sell
182,018
-14,681
-7% -$646K 2.51% 8
2024
Q3 		$7.81M Sell
196,699
-7,525
-4% -$302K 2.28% 7
2024
Q2 		$8.12M Sell
204,224
-3,530
-2% -$135K 2.45% 6
2024
Q1 		$7.88M Sell
207,754
-4,169
-2% -$143K 2.32% 7
2023
Q4 		$7.14M Sell
211,923
-3,372
-2% -$98.2K 2.17% 5
2023
Q3 		$5.89M Sell
215,295
-1,989
-0.9% -$58.8K 2.04% 8
2023
Q2 		$6.23M Buy
217,284
+8,651
+4% +$247K 2.05% 8
2023
Q1 		$5.97M Sell
208,633
-746
-0.4% -$24.6K 1.92% 10
2022
Q4 		$6.93M Buy
209,379
+4,889
+2% +$168K 2.25% 4
2022
Q3 		$6.18M Buy
204,490
+1,184
+0.6% +$39.6K 2.18% 5
2022
Q2 		$6.33M Buy
203,306
+61,683
+44% +$2.22M 2.03% 7
2022
Q1 		$5.84M Buy
141,623
+1,557
+1% +$70.3K 1.58% 22
2021
Q4 		$6.23M Sell
140,066
-2,435
-2% -$111K 1.7% 21
2021
Q3 		$6.05M Sell
142,501
-881
-0.6% -$35.5K 1.69% 19
2021
Q2 		$5.91M Sell
143,382
-80,003
-36% -$3.28M 1.74% 23
2021
Q1 		$8.64M Buy
223,385
+196,634
+735% +$6.79M 1.64% 5
2020
Q4 		$811 Sell
26,751
-180,085
-87% -$4.83M ﹤0.01% 355
2020
Q3 		$4.98M Sell
206,836
-40,666
-16% -$1.01M 1.41% 26
2020
Q2 		$5.88K Sell
247,502
-2,972
-1% -$70.2K 0.85% 17
2020
Q1 		$5.32K Sell
250,474
-15,225
-6% -$456K 0.87% 22
2019
Q4 		$8.78M Buy
+265,699
New +$8.59M 1.26% 21

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

tru Independence's BAC Position: Q1 2026 in Review

tru Independence reduced its Bank of America (BAC) stake by 89% in Q1 2026, selling an estimated $7.78M and leaving 19,175 shares worth $935K. The position accounts for 0.46% of the portfolio, ranked #27.

tru Independence first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.34M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • tru Independence held 19,175 shares of Bank of America worth $935K as of Q1 2026.
  • tru Independence sold 150,684 Bank of America shares in Q1 2026, an estimated $7.78M.
  • Bank of America made up 0.46% of tru Independence's portfolio in Q1 2026, its #27 holding.
  • tru Independence first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Bank of America position peaked at $9.34M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.