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Crewe Advisors’s Bank of America BAC Stock Holding History

Crewe Advisors’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
2026
Q2 		$1.19M Buy
20,888
+934
+5% +$49.7K 0.09% 82
2026
Q1 		$973K Buy
19,954
+297
+2% +$15.3K 0.08% 87
2025
Q4 		$1.08M Buy
19,657
+149
+0.8% +$7.88K 0.1% 76
2025
Q3 		$1.01M Buy
+19,508
New +$952K 0.1% 79
2024
Q3 		– Sell
-11,308
Closed -$450K – 744
2024
Q2 		$450K Buy
11,308
+1,070
+10% +$41K 0.05% 113
2024
Q1 		$388K Buy
+10,238
New +$351K 0.05% 119
2023
Q4 		– Sell
-4,524
Closed -$124K – 443
2023
Q3 		$124K Buy
4,524
+2,201
+95% +$65.1K 0.02% 93
2023
Q2 		$66.6K Sell
2,323
-3,953
-63% -$113K 0.01% 245
2023
Q1 		$179K Sell
6,276
-442
-7% -$14.6K 0.03% 168
2022
Q4 		$223K Buy
6,718
+320
+5% +$11K 0.04% 140
2022
Q3 		$193K Buy
6,398
+1,440
+29% +$48.1K 0.03% 149
2022
Q2 		$154K Buy
4,958
+4,064
+455% +$146K 0.03% 164
2022
Q1 		$37K Hold
894
– – 0.01% 247
2021
Q4 		$40K Buy
894
+594
+198% +$27.1K 0.01% 205
2021
Q3 		$13K Sell
300
-136
-31% -$5.48K ﹤0.01% 241
2021
Q2 		$18K Sell
436
-442
-50% -$18.1K ﹤0.01% 222
2021
Q1 		$34K Hold
878
– – 0.01% 173
2020
Q4 		$27K Sell
878
-512
-37% -$13.7K 0.01% 178
2020
Q3 		$33K Buy
1,390
+1,090
+363% +$27.1K 0.02% 153
2020
Q2 		$7K Hold
300
– – ﹤0.01% 173
2020
Q1 		$6K Hold
300
– – ﹤0.01% 155
2019
Q4 		$11K Hold
300
– – ﹤0.01% 177
2019
Q3 		$9K Sell
300
-69
-19% -$1.98K ﹤0.01% 184
2019
Q2 		$11K Hold
369
– – ﹤0.01% 208
2019
Q1 		$10K Buy
369
+69
+23% +$1.95K ﹤0.01% 181
2018
Q4 		$7K Hold
300
– – ﹤0.01% 189
2018
Q3 		$9K Buy
+300
New +$9.14K 0.01% 195

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Crewe Advisors's BAC Position: Q2 2026 in Review

Crewe Advisors increased its Bank of America (BAC) stake by 4.7% in Q2 2026, buying an estimated $49.7K and bringing the position to 20,888 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #82.

Crewe Advisors first reported a position in BAC in Q3 2018 and has held it in 27 quarters since. 2,199 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Crewe Advisors held 20,888 shares of Bank of America worth $1.19M as of Q2 2026.
  • Crewe Advisors bought 934 Bank of America shares in Q2 2026, an estimated $49.7K.
  • Bank of America made up 0.09% of Crewe Advisors's portfolio in Q2 2026, its #82 holding.
  • Crewe Advisors first reported a position in Bank of America in Q3 2018 and has held it in 27 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.