Bank of America
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Bank of America’s Creative Realities CREX Stock Holding History

Bank of America’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79
Closed -$206 – 5978
2025
Q4 		$206 Buy
79
+4
+5% +$11 ﹤0.01% 6691
2025
Q3 		$172 Sell
75
-6
-7% -$16 ﹤0.01% 7755
2025
Q2 		$273 Buy
81
+11
+16% +$26 ﹤0.01% 7788
2025
Q1 		$136 Buy
70
+3
+4% +$7 ﹤0.01% 7770
2024
Q4 		$164 Sell
67
-36
-35% -$133 ﹤0.01% 7633
2024
Q3 		$473 Buy
103
+36
+54% +$163 ﹤0.01% 7391
2024
Q2 		$314 Buy
+67
New +$249 ﹤0.01% 7457
2024
Q1 		– Sell
-5
Closed -$12 – 7802
2023
Q4 		$12 Buy
+5
New +$10 ﹤0.01% 7748
2023
Q1 		– Sell
-5
Closed -$9 – 7871
2022
Q4 		$9 Buy
+5
New +$9 ﹤0.01% 8091
2022
Q1 		– Sell
-8
Closed – – 8328
2021
Q4 		$0 Buy
+8
New +$38 ﹤0.01% 8269
2020
Q3 		– Sell
-130
Closed -$1K – 6926
2020
Q2 		$1K Buy
+130
New +$892 ﹤0.01% 6723
2019
Q4 		– Sell
-169
Closed -$1K – 7122
2019
Q3 		$1K Buy
+169
New +$1.02K ﹤0.01% 7085
2019
Q1 		– Sell
-328
Closed -$2K – 7146
2018
Q4 		$2K Buy
+328
New +$2.88K ﹤0.01% 6893

Other funds holding CREX

MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America's CREX Position: Q1 2026 in Review

Bank of America sold out of Creative Realities (CREX) in Q1 2026, closing a stake of 79 shares — an estimated $206 sold.

Bank of America first reported a position in CREX in Q4 2018 and held it in 13 quarters. The position peaked at $2K in Q4 2018. 30 funds tracked by Wall St. Rank hold CREX as of Q1 2026.

  • Bank of America reported no remaining Creative Realities position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 79 Creative Realities shares in Q1 2026, an estimated $206.
  • Bank of America first reported a position in Creative Realities in Q4 2018 and held it in 13 quarters.
  • Bank of America's Creative Realities position peaked at $2K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held Creative Realities as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.