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Truepoint Inc’s Bank of America BAC Stock Holding History

Truepoint Inc’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 		$288K Buy
5,050
+533
+12% +$28.3K 0.01% 133
2026
Q1 		$220K Buy
4,517
+298
+7% +$15.4K ﹤0.01% 142
2025
Q4 		$232K Buy
4,219
+123
+3% +$6.5K 0.01% 135
2025
Q3 		$211K Buy
+4,096
New +$200K ﹤0.01% 139
2024
Q1 		– Sell
-16,161
Closed -$544K – 130
2023
Q4 		$544K Buy
+16,161
New +$471K 0.02% 121
2019
Q1 		– Sell
-8,266
Closed -$204K – 112
2018
Q4 		$204K Buy
+8,266
New +$224K 0.02% 98
2017
Q2 		– Sell
-11,680
Closed -$276K – 102
2017
Q1 		$276K Buy
11,680
+3,007
+35% +$71.4K 0.03% 78
2016
Q4 		$200K Buy
+8,673
New +$167K 0.02% 91

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc's BAC Position: Q2 2026 in Review

Truepoint Inc increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $28.3K and bringing the position to 5,050 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #133.

Truepoint Inc first reported a position in BAC in Q4 2016 and has held it in 8 quarters since. The position peaked at $544K in Q4 2023. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Truepoint Inc held 5,050 shares of Bank of America worth $288K as of Q2 2026.
  • Truepoint Inc bought 533 Bank of America shares in Q2 2026, an estimated $28.3K.
  • Bank of America made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #133 holding.
  • Truepoint Inc first reported a position in Bank of America in Q4 2016 and has held it in 8 quarters since.
  • Truepoint Inc's Bank of America position peaked at $544K in Q4 2023.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.