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
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: Q1 2026 in Review

Cresset Asset Management reduced its Bank of America (BAC) stake by 4.8% in Q1 2026, selling an estimated $3.12M and leaving 1,204,970 shares worth $58.7M. The position accounts for 0.25% of the portfolio, ranked #67.

Cresset Asset Management first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $70.9M in Q2 2024. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cresset Asset Management held 1,204,970 shares of Bank of America worth $58.7M as of Q1 2026.
  • Cresset Asset Management sold 60,492 Bank of America shares in Q1 2026, an estimated $3.12M.
  • Bank of America made up 0.25% of Cresset Asset Management's portfolio in Q1 2026, its #67 holding.
  • Cresset Asset Management first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Bank of America position peaked at $70.9M in Q2 2024.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.