Crown Wealth Group
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Crown Wealth Group’s Bank of America BAC Stock Holding History

Crown Wealth 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
2026
Q3 		$449K Sell
8,247
-206
-2% -$12.6K 0.11% 88
2026
Q2 		$482K Buy
8,453
+197
+2% +$10.5K 0.12% 78
2026
Q1 		$402K Buy
8,256
+475
+6% +$24.5K 0.12% 82
2025
Q4 		$428K Buy
7,781
+760
+11% +$40.2K 0.12% 78
2025
Q3 		$362K Buy
7,021
+101
+1% +$4.93K 0.11% 80
2025
Q2 		$327K Buy
6,920
+840
+14% +$35.3K 0.12% 77
2025
Q1 		$254K Buy
6,080
+291
+5% +$13K 0.13% 83
2024
Q4 		$254K Buy
5,789
+175
+3% +$7.7K 0.1% 92
2024
Q3 		$223K Sell
5,614
-9
-0.2% -$361 0.1% 107
2024
Q2 		$224K Buy
5,623
+7
+0.1% +$268 0.11% 95
2024
Q1 		$213K Buy
+5,616
New +$193K 0.11% 101

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Crown Wealth Group's BAC Position: Q3 2026 in Review

Crown Wealth Group reduced its Bank of America (BAC) stake by 2.4% in Q3 2026, selling an estimated $12.6K and leaving 8,247 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #88.

Crown Wealth Group first reported a position in BAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $482K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Crown Wealth Group held 8,247 shares of Bank of America worth $449K as of Q3 2026.
  • Crown Wealth Group sold 206 Bank of America shares in Q3 2026, an estimated $12.6K.
  • Bank of America made up 0.11% of Crown Wealth Group's portfolio in Q3 2026, its #88 holding.
  • Crown Wealth Group first reported a position in Bank of America in Q1 2024 and has held it in 11 quarters since.
  • Crown Wealth Group's Bank of America position peaked at $482K in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.