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Crux Wealth Advisors’s Bank of America BAC Stock Holding History

Crux Wealth Advisors’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 		$219K Buy
+3,850
New +$205K 0.08% 185
2026
Q1 		– Sell
-18,644
Closed -$1.03M – 182
2025
Q4 		$1.03M Sell
18,644
-71
-0.4% -$3.75K 0.38% 77
2025
Q3 		$966K Sell
18,715
-89
-0.5% -$4.34K 0.38% 72
2025
Q2 		$890K Buy
18,804
+5,167
+38% +$217K 0.38% 71
2025
Q1 		$569K Buy
13,637
+4,693
+52% +$209K 0.3% 97
2024
Q4 		$393K Buy
+8,944
New +$394K 0.22% 110

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crux Wealth Advisors's BAC Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,850 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in BAC as recently as Q4 2025.

Crux Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Crux Wealth Advisors held 3,850 shares of Bank of America worth $219K as of Q2 2026.
  • Bank of America was a new Crux Wealth Advisors position in Q2 2026.
  • Bank of America made up 0.08% of Crux Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Crux Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's Bank of America position peaked at $1.03M in Q4 2025.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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