Turtle Creek Wealth Advisors’s Bank of America BAC Stock Holding History

Turtle Creek Wealth Advisors's BAC Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Bank of America (BAC) stake by 50% in Q2 2026, buying an estimated $1.07M and bringing the position to 60,690 shares worth $3.46M. The position accounts for 0.18% of the portfolio, ranked #90.

Turtle Creek Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,928 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

• Turtle Creek Wealth Advisors held 60,690 shares of Bank of America worth $3.46M as of Q2 2026.
• Turtle Creek Wealth Advisors bought 20,160 Bank of America shares in Q2 2026, an estimated $1.07M.
• Bank of America made up 0.18% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #90 holding.
• Turtle Creek Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
• 1,928 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.