Trust Point Inc’s Bank of America BAC Stock Holding History

Trust Point 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	–	Sell	-29,085	Closed	-$1.42M	–	495
2026 Q1	$1.42M	Buy	29,085 +2,131	+8%	+$110K	0.12%	94
2025 Q4	$1.48M	Sell	26,954 -289	-1%	-$15.3K	0.12%	86
2025 Q3	$1.41M	Buy	+27,243	New	+$1.33M	0.11%	88
2025 Q2	–	Sell	-29,490	Closed	-$1.23M	–	415
2025 Q1	$1.23M	Sell	29,490 -9,449	-24%	-$421K	0.11%	103
2024 Q4	$1.71M	Buy	38,939 +964	+3%	+$42.4K	0.12%	88
2024 Q3	$1.51M	Buy	37,975 +3,607	+10%	+$145K	0.11%	98
2024 Q2	$1.37M	Sell	34,368 -1,809	-5%	-$69.3K	0.11%	93
2024 Q1	$1.37M	Buy	36,177 +2,242	+7%	+$77K	0.11%	107
2023 Q4	$1.14M	Buy	+33,935	New	+$988K	0.09%	115

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's BAC Position: Q2 2026 in Review

Trust Point Inc sold out of Bank of America (BAC) in Q2 2026, closing a stake of 29,085 shares — an estimated $1.42M sold.

Trust Point Inc first reported a position in BAC in Q4 2023 and held it in 9 quarters. The position peaked at $1.71M in Q4 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Trust Point Inc reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 29,085 Bank of America shares in Q2 2026, an estimated $1.42M.
Trust Point Inc first reported a position in Bank of America in Q4 2023 and held it in 9 quarters.
Trust Point Inc's Bank of America position peaked at $1.71M in Q4 2024.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.