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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
Q3 		$583K Buy
10,711
+1,910
+22% +$116K 0.1% 114
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% -$7.52K 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

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

Crumly & Associates's BAC Position: Q3 2026 in Review

Crumly & Associates increased its Bank of America (BAC) stake by 22% in Q3 2026, buying an estimated $116K and bringing the position to 10,711 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #114.

Crumly & Associates first reported a position in BAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $918K in Q1 2024. 1,554 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Crumly & Associates held 10,711 shares of Bank of America worth $583K as of Q3 2026.
  • Crumly & Associates bought 1,910 Bank of America shares in Q3 2026, an estimated $116K.
  • Bank of America made up 0.1% of Crumly & Associates's portfolio in Q3 2026, its #114 holding.
  • Crumly & Associates first reported a position in Bank of America in Q1 2023 and has held it in 15 quarters since.
  • Crumly & Associates's Bank of America position peaked at $918K in Q1 2024.
  • 1,554 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.