Cromwell Holdings’s Bank of America BAC Stock Holding History

Cromwell Holdings’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	$1.11M	Buy	19,462 +6,104	+46%	+$325K	0.5%	34
2026 Q1	$651K	Buy	13,358 +628	+5%	+$32.4K	0.37%	45
2025 Q4	$700K	Hold	12,730	–	–	0.38%	40
2025 Q3	$657K	Hold	12,730	–	–	0.35%	42
2025 Q2	$602K	Sell	12,730 -8,874	-41%	-$373K	0.37%	46
2025 Q1	$902K	Hold	21,604	–	–	0.58%	26
2024 Q4	$949K	Hold	21,604	–	–	0.55%	27
2024 Q3	$857K	Hold	21,604	–	–	0.55%	27
2024 Q2	$859K	Buy	+21,604	New	+$828K	0.51%	29

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cromwell Holdings's BAC Position: Q2 2026 in Review

Cromwell Holdings increased its Bank of America (BAC) stake by 46% in Q2 2026, buying an estimated $325K and bringing the position to 19,462 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #34.

Cromwell Holdings first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cromwell Holdings held 19,462 shares of Bank of America worth $1.11M as of Q2 2026.
Cromwell Holdings bought 6,104 Bank of America shares in Q2 2026, an estimated $325K.
Bank of America made up 0.5% of Cromwell Holdings's portfolio in Q2 2026, its #34 holding.
Cromwell Holdings first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.