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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.1K Buy
+300
New +$16K ﹤0.01% 1736
2025
Q1
– Hold
0
– -$13.2K – 1724
2024
Q4
– Sell
-300
Closed -$13.2K – 1729
2024
Q3
$11.9K Hold
300
– – ﹤0.01% 2162
2024
Q2
$11.9K Buy
+300
New +$11.5K ﹤0.01% 2080

Other funds holding BAC

Cresset Asset Management's BAC Position: Q2 2026 in Review

Cresset Asset Management reduced its Bank of America (BAC) stake by 2.4% in Q2 2026, selling an estimated $1.54M and leaving 1,175,975 shares worth $67M. The position accounts for 0.24% of the portfolio, ranked #70.

Cresset Asset Management first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $70.9M in Q2 2024. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cresset Asset Management held 1,175,975 shares of Bank of America worth $67M as of Q2 2026.
  • Cresset Asset Management sold 28,995 Bank of America shares in Q2 2026, an estimated $1.54M.
  • Bank of America made up 0.24% of Cresset Asset Management's portfolio in Q2 2026, its #70 holding.
  • Cresset Asset Management first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Bank of America position peaked at $70.9M in Q2 2024.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.