Creative Capital Management Investments’s Bank of America BAC Stock Holding History

Creative Capital Management Investments’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	$25.2K	Buy	+443	New	+$23.6K	0.01%	218
2025 Q1	–	Sell	-220	Closed	-$9.67K	–	245
2024 Q4	$9.67K	Hold	220	–	–	﹤0.01%	191
2024 Q3	$8.73K	Hold	220	–	–	﹤0.01%	176
2024 Q2	$8.75K	Buy	220 +22	+11%	+$843	﹤0.01%	172
2024 Q1	$7.51K	Hold	198	–	–	﹤0.01%	165
2023 Q4	$6.67K	Hold	198	–	–	﹤0.01%	170
2023 Q3	$5.42K	Hold	198	–	–	﹤0.01%	183
2023 Q2	$5.68K	Hold	198	–	–	﹤0.01%	171
2023 Q1	$5.66K	Buy	198 +72	+57%	+$2.38K	﹤0.01%	182
2022 Q4	$4K	Buy	+126	New	+$4.34K	﹤0.01%	147

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

Creative Capital Management Investments's BAC Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Bank of America (BAC) in Q2 2026: 443 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in BAC as recently as Q4 2024.

Creative Capital Management Investments first reported a position in BAC in Q4 2022 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Creative Capital Management Investments held 443 shares of Bank of America worth $25.2K as of Q2 2026.
Bank of America was a new Creative Capital Management Investments position in Q2 2026.
Bank of America made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #218 holding.
Creative Capital Management Investments first reported a position in Bank of America in Q4 2022 and has held it in 10 quarters since.
1,165 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.