CAG
BAC icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestwood Advisors Group's BAC Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Bank of America (BAC) stake by 1.3% in Q2 2026, selling an estimated $578K and leaving 817,324 shares worth $46.6M. The position accounts for 0.69% of the portfolio, ranked #38.

Crestwood Advisors Group first reported a position in BAC in Q4 2014 and has held it in 45 quarters since. The position peaked at $76.2M in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Crestwood Advisors Group held 817,324 shares of Bank of America worth $46.6M as of Q2 2026.
  • Crestwood Advisors Group sold 10,866 Bank of America shares in Q2 2026, an estimated $578K.
  • Bank of America made up 0.69% of Crestwood Advisors Group's portfolio in Q2 2026, its #38 holding.
  • Crestwood Advisors Group first reported a position in Bank of America in Q4 2014 and has held it in 45 quarters since.
  • Crestwood Advisors Group's Bank of America position peaked at $76.2M in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.