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Crestwood Advisors Group’s Bank of America BAC Stock Holding History

Crestwood Advisors Group’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
2022
Q4 		– Sell
-5,500
Closed -$166K – 269
2022
Q3 		$166K Hold
5,500
– – 0.01% 252
2022
Q2 		$176K Buy
+5,500
New +$198K 0.01% 250

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

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.