Crumly & Associates’s Bank of America BAC Stock Holding History

Crumly & Associates’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	$501K	Buy	8,801 +156	+2%	+$8.3K	0.1%	119
2026 Q1	$421K	Hold	8,645	–	–	0.09%	131
2025 Q4	$475K	Sell	8,645 -28	-0.3%	-$1.48K	0.1%	117
2025 Q3	$447K	Sell	8,673 -3,369	-28%	-$164K	0.1%	123
2025 Q2	$570K	Sell	12,042 -1,912	-14%	-$80.4K	0.14%	89
2025 Q1	$582K	Buy	13,954 +199	+1%	+$8.87K	0.16%	90
2024 Q4	$605K	Sell	13,755 -1,246	-8%	-$54.8K	0.16%	84
2024 Q3	$595K	Sell	15,001 -7,562	-34%	-$303K	0.16%	88
2024 Q2	$897K	Sell	22,563 -1,656	-7%	-$63.5K	0.26%	63
2024 Q1	$918K	Sell	24,219 -120	-0.5%	-$4.12K	0.24%	62
2023 Q4	$819K	Buy	24,339 +2,684	+12%	+$78.1K	0.24%	60
2023 Q3	$593K	Sell	21,655 -254	-1%	-$7.51K	0.23%	61
2023 Q2	$629K	Buy	21,909 +7,209	+49%	+$206K	0.25%	56
2023 Q1	$420K	Buy	+14,700	New	+$485K	0.18%	78

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Crumly & Associates's BAC Position: Q2 2026 in Review

Crumly & Associates increased its Bank of America (BAC) stake by 1.8% in Q2 2026, buying an estimated $8.3K and bringing the position to 8,801 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #119.

Crumly & Associates first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $918K in Q1 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Crumly & Associates held 8,801 shares of Bank of America worth $501K as of Q2 2026.
Crumly & Associates bought 156 Bank of America shares in Q2 2026, an estimated $8.3K.
Bank of America made up 0.1% of Crumly & Associates's portfolio in Q2 2026, its #119 holding.
Crumly & Associates first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
Crumly & Associates's Bank of America position peaked at $918K in Q1 2024.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.