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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Crown Wealth Group's BAC Position: Q2 2026 in Review

Crown Wealth Group increased its Bank of America (BAC) stake by 2.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,453 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #78.

Crown Wealth Group first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Crown Wealth Group held 8,453 shares of Bank of America worth $482K as of Q2 2026.
Crown Wealth Group bought 197 Bank of America shares in Q2 2026, an estimated $10.5K.
Bank of America made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #78 holding.
Crown Wealth Group first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.