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Creative Financial Designs’s Bank of America BAC Stock Holding History

Creative Financial Designs’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 		$889K Buy
18,227
+434
+2% +$22.4K 0.05% 241
2025
Q4 		$979K Sell
17,793
-828
-4% -$43.8K 0.06% 232
2025
Q3 		$961K Sell
18,621
-6,649
-26% -$324K 0.06% 232
2025
Q2 		$1.2M Sell
25,270
-10,634
-30% -$447K 0.09% 195
2025
Q1 		$1.5M Sell
35,904
-121,808
-77% -$5.43M 0.12% 143
2024
Q4 		$6.93M Sell
157,712
-6,649
-4% -$293K 0.56% 39
2024
Q3 		$6.52M Buy
164,361
+11,612
+8% +$465K 0.55% 38
2024
Q2 		$6.07M Buy
152,749
+5,593
+4% +$214K 0.54% 45
2024
Q1 		$5.58M Sell
147,156
-1,666
-1% -$57.2K 0.53% 45
2023
Q4 		$5.01M Buy
148,822
+22,253
+18% +$648K 0.51% 44
2023
Q3 		$3.47M Buy
126,569
+6,996
+6% +$207K 0.4% 55
2023
Q2 		$3.43M Buy
119,573
+21,408
+22% +$611K 0.4% 57
2023
Q1 		$2.81M Buy
98,165
+20,550
+26% +$678K 0.37% 67
2022
Q4 		$2.57M Sell
77,615
-7,183
-8% -$247K 0.38% 62
2022
Q3 		$2.56M Buy
84,798
+15,155
+22% +$507K 0.42% 51
2022
Q2 		$2.17M Buy
69,643
+16,167
+30% +$582K 0.36% 65
2022
Q1 		$2.2M Buy
53,476
+49,910
+1,400% +$2.25M 0.34% 67
2021
Q4 		$159K Buy
3,566
+448
+14% +$20.4K 0.02% 350
2021
Q3 		$132K Buy
3,118
+1,194
+62% +$48.1K 0.02% 393
2021
Q2 		$79K Buy
1,924
+62
+3% +$2.54K 0.01% 486
2021
Q1 		$72K Hold
1,862
– – 0.01% 485
2020
Q4 		$56K Sell
1,862
-98
-5% -$2.63K 0.01% 483
2020
Q3 		$47K Sell
1,960
-10,908
-85% -$272K 0.01% 471
2020
Q2 		$306K Buy
12,868
+1,358
+12% +$32.1K 0.09% 160
2020
Q1 		$244K Sell
11,510
-209
-2% -$6.27K 0.13% 104
2019
Q4 		$418K Sell
11,719
-396
-3% -$12.8K 0.19% 105
2019
Q3 		$337K Buy
12,115
+1,515
+14% +$43.6K 0.18% 101
2019
Q2 		$310K Buy
10,600
+244
+2% +$7.04K 0.17% 100
2019
Q1 		$286K Buy
10,356
+132
+1% +$3.73K 0.17% 96
2018
Q4 		$252K Sell
10,224
-2,150
-17% -$58.3K 0.18% 94
2018
Q3 		$365K Buy
12,374
+564
+5% +$17.2K 0.21% 86
2018
Q2 		$333K Buy
11,810
+6,377
+117% +$190K 0.2% 98
2018
Q1 		$163K Buy
5,433
+4,831
+802% +$152K 0.1% 127
2017
Q4 		$18K Sell
602
-2,350
-80% -$64.8K 0.01% 329
2017
Q3 		$75K Sell
2,952
-1,226
-29% -$29.8K 0.04% 206
2017
Q2 		$101K Buy
4,178
+968
+30% +$22.6K 0.06% 179
2017
Q1 		$76K Buy
3,210
+626
+24% +$14.9K 0.05% 195
2016
Q4 		$57K Buy
+2,584
New +$49.8K 0.05% 216

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's BAC Position: Q1 2026 in Review

Creative Financial Designs increased its Bank of America (BAC) stake by 2.4% in Q1 2026, buying an estimated $22.4K and bringing the position to 18,227 shares worth $889K. The position accounts for 0.05% of the portfolio, ranked #241.

Creative Financial Designs first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.93M in Q4 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Creative Financial Designs held 18,227 shares of Bank of America worth $889K as of Q1 2026.
  • Creative Financial Designs bought 434 Bank of America shares in Q1 2026, an estimated $22.4K.
  • Bank of America made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #241 holding.
  • Creative Financial Designs first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's Bank of America position peaked at $6.93M in Q4 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.