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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc's BAC Position: Q1 2026 in Review

Truepoint Inc increased its Bank of America (BAC) stake by 7.1% in Q1 2026, buying an estimated $15.4K and bringing the position to 4,517 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Truepoint Inc first reported a position in BAC in Q4 2016 and has held it in 7 quarters since. The position peaked at $544K in Q4 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Truepoint Inc held 4,517 shares of Bank of America worth $220K as of Q1 2026.
Truepoint Inc bought 298 Bank of America shares in Q1 2026, an estimated $15.4K.
Bank of America made up ﹤0.01% of Truepoint Inc's portfolio in Q1 2026, its #142 holding.
Truepoint Inc first reported a position in Bank of America in Q4 2016 and has held it in 7 quarters since.
Truepoint Inc's Bank of America position peaked at $544K in Q4 2023.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.