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Turning Point Benefit Group’s Bank of America BAC Stock Holding History

Turning Point Benefit Group’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 		– Sell
-320
Closed -$17.6K – 163
2025
Q4 		$17.6K Buy
320
+250
+357% +$13.2K 0.01% 203
2025
Q3 		$3.55K Buy
+70
New +$3.42K ﹤0.01% 252

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Turning Point Benefit Group's BAC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 320 shares — an estimated $17.6K sold.

Turning Point Benefit Group first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $17.6K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 320 Bank of America shares in Q1 2026, an estimated $17.6K.
  • Turning Point Benefit Group first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Bank of America position peaked at $17.6K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.