Crestwood Advisors Group’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
Q1 | $40.4M | Buy |
828,190
+68,568
| +9% | +$3.54M | 0.68% | 42 |
|
|
2025
Q4 | $41.8M | Buy |
759,622
+272,071
| +56% | +$14.4M | 0.7% | 44 |
|
|
2025
Q3 | $25.2M | Sell |
487,551
-30,186
| -6% | -$1.47M | 0.43% | 68 |
|
|
2025
Q2 | $24.5M | Buy |
517,737
+1,319
| +0.3% | +$55.5K | 0.44% | 68 |
|
|
2025
Q1 | $21.6M | Sell |
516,418
-12,309
| -2% | -$549K | 0.41% | 71 |
|
|
2024
Q4 | $23.2M | Sell |
528,727
-15,003
| -3% | -$660K | 0.44% | 66 |
|
|
2024
Q3 | $21.6M | Buy |
543,730
+2,989
| +0.6% | +$120K | 0.41% | 71 |
|
|
2024
Q2 | $21.5M | Sell |
540,741
-11,751
| -2% | -$450K | 0.44% | 67 |
|
|
2024
Q1 | $21M | Sell |
552,492
-21,854
| -4% | -$750K | 0.46% | 65 |
|
|
2023
Q4 | $19.3M | Sell |
574,346
-50,359
| -8% | -$1.47M | 0.45% | 64 |
|
|
2023
Q3 | $17.1M | Sell |
624,705
-772,302
| -55% | -$22.8M | 0.45% | 64 |
|
|
2023
Q2 | $40.1M | Sell |
1,397,007
-149,907
| -10% | -$4.28M | 1.26% | 27 |
|
|
2023
Q1 | $44.2M | Sell |
1,546,914
-285,729
| -16% | -$9.43M | 1.47% | 18 |
|
|
2022
Q4 | $60.7M | Sell |
1,832,643
-23,005
| -1% | -$792K | 2.07% | 11 |
|
|
2022
Q3 | $56M | Buy |
1,855,648
+4,426
| +0.2% | +$148K | 1.99% | 11 |
|
|
2022
Q2 | $57.6M | Buy |
1,851,222
+76,937
| +4% | +$2.77M | 1.94% | 11 |
|
|
2022
Q1 | $73.1M | Buy |
1,774,285
+60,473
| +4% | +$2.73M | 2.05% | 10 |
|
|
2021
Q4 | $76.2M | Buy |
1,713,812
+149,092
| +10% | +$6.79M | 1.98% | 10 |
|
|
2021
Q3 | $66.4M | Buy |
1,564,720
+46,510
| +3% | +$1.87M | 1.88% | 12 |
|
|
2021
Q2 | $62.6M | Sell |
1,518,210
-40,667
| -3% | -$1.67M | 1.81% | 12 |
|
|
2021
Q1 | $60.3M | Sell |
1,558,877
-167,420
| -10% | -$5.78M | 1.9% | 10 |
|
|
2020
Q4 | $52.3M | Buy |
1,726,297
+142,261
| +9% | +$3.81M | 1.72% | 9 |
|
|
2020
Q3 | $38.2M | Buy |
1,584,036
+1,137
| +0.1% | +$28.3K | 1.43% | 21 |
|
|
2020
Q2 | $37.6M | Buy |
1,582,899
+182,039
| +13% | +$4.3M | 1.51% | 18 |
|
|
2020
Q1 | $29.7M | Buy |
1,400,860
+1,685
| +0.1% | +$50.5K | 1.48% | 17 |
|
|
2019
Q4 | $49.3M | Sell |
1,399,175
-28,029
| -2% | -$906K | 1.95% | 9 |
|
|
2019
Q3 | $41.6M | Buy |
1,427,204
+43,940
| +3% | +$1.26M | 1.83% | 13 |
|
|
2019
Q2 | $40.1M | Buy |
1,383,264
+418,926
| +43% | +$12.1M | 1.82% | 12 |
|
|
2019
Q1 | $26.6M | Buy |
964,338
+31,642
| +3% | +$894K | 1.91% | 18 |
|
|
2018
Q4 | $23M | Buy |
932,696
+25,665
| +3% | +$696K | 1.83% | 20 |
|
|
2018
Q3 | $26.7M | Buy |
907,031
+7,809
| +0.9% | +$238K | 1.88% | 16 |
|
|
2018
Q2 | $27.4M | Buy |
899,222
+15,301
| +2% | +$457K | 1.99% | 14 |
|
|
2018
Q1 | $26.5M | Sell |
883,921
-10,906
| -1% | -$343K | 2.08% | 14 |
|
|
2017
Q4 | $26.4M | Buy |
894,827
+14,213
| +2% | +$392K | 2.1% | 13 |
|
|
2017
Q3 | $22.3M | Buy |
880,614
+4,064
| +0.5% | +$98.6K | 1.91% | 17 |
|
|
2017
Q2 | $21.1M | Buy |
876,550
+29,756
| +4% | +$694K | 1.79% | 18 |
|
|
2017
Q1 | $19.9M | Buy |
846,794
+116,545
| +16% | +$2.77M | 1.76% | 20 |
|
|
2016
Q4 | $16.1M | Buy |
730,249
+6,122
| +0.8% | +$118K | 1.56% | 29 |
|
|
2016
Q3 | $11.3M | Buy |
724,127
+6,733
| +0.9% | +$100K | 1.36% | 36 |
|
|
2016
Q2 | $9.52M | Sell |
717,394
-20,168
| -3% | -$283K | 1.18% | 38 |
|
|
2016
Q1 | $9.97M | Buy |
737,562
+89,123
| +14% | +$1.2M | 1.18% | 38 |
|
|
2015
Q4 | $10.9M | Buy |
648,439
+40,647
| +7% | +$687K | 1.32% | 34 |
|
|
2015
Q3 | $9.47M | Buy |
+607,792
| New | +$10.2M | 1.23% | 39 |
|
|
2015
Q1 | – | Sell |
-12,799
| Closed | -$229K | – | 148 |
|
|
2014
Q4 | $229K | Buy |
+12,799
| New | +$219K | 0.03% | 130 |
|
Other funds holding BAC
VCM
VPM
Crestwood Advisors Group's BAC Position: Q1 2026 in Review
Crestwood Advisors Group increased its Bank of America (BAC) stake by 9% in Q1 2026, buying an estimated $3.54M and bringing the position to 828,190 shares worth $40.4M. The position accounts for 0.68% of the portfolio, ranked #42.
Crestwood Advisors Group first reported a position in BAC in Q4 2014 and has held it in 44 quarters since. The position peaked at $76.2M in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Crestwood Advisors Group held 828,190 shares of Bank of America worth $40.4M as of Q1 2026.
- Crestwood Advisors Group bought 68,568 Bank of America shares in Q1 2026, an estimated $3.54M.
- Bank of America made up 0.68% of Crestwood Advisors Group's portfolio in Q1 2026, its #42 holding.
- Crestwood Advisors Group first reported a position in Bank of America in Q4 2014 and has held it in 44 quarters since.
- Crestwood Advisors Group's Bank of America position peaked at $76.2M in Q4 2021.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.