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Creekmur Asset Management’s Bank of America BAC Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$1.8M Buy
34,846
+120
+0.3% +$5.85K 0.3% 46
2025
Q2 		$1.64M Buy
34,726
+20,052
+137% +$844K 0.29% 47
2025
Q1 		$612K Buy
14,674
+14,642
+45,756% +$652K 0.13% 93
2024
Q4 		$1.41K Hold
32
– – ﹤0.01% 637
2024
Q3 		$1.27K Sell
32
-62
-66% -$2.48K ﹤0.01% 704
2024
Q2 		$3.74K Sell
94
-1
-1% -$38 ﹤0.01% 627
2024
Q1 		$3.6K Buy
+95
New +$3.26K ﹤0.01% 599

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creekmur Asset Management's BAC Position: Q3 2025 in Review

Creekmur Asset Management increased its Bank of America (BAC) stake by 0.35% in Q3 2025, buying an estimated $5.85K and bringing the position to 34,846 shares worth $1.8M. The position accounts for 0.3% of the portfolio, ranked #46.

Creekmur Asset Management first reported a position in BAC in Q1 2024 and has held it in 7 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Creekmur Asset Management held 34,846 shares of Bank of America worth $1.8M as of Q3 2025.
  • Creekmur Asset Management bought 120 Bank of America shares in Q3 2025, an estimated $5.85K.
  • Bank of America made up 0.3% of Creekmur Asset Management's portfolio in Q3 2025, its #46 holding.
  • Creekmur Asset Management first reported a position in Bank of America in Q1 2024 and has held it in 7 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.