Towercrest Capital Management
BAC icon

Towercrest Capital Management’s Bank of America BAC Stock Holding History

Towercrest Capital Management’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 		$701K Hold
12,875
– – 0.1% 59
2026
Q2 		$734K Hold
12,875
– – 0.1% 60
2026
Q1 		$628K Hold
12,875
– – 0.1% 63
2025
Q4 		$708K Hold
12,875
– – 0.11% 60
2025
Q3 		$664K Buy
12,875
+854
+7% +$41.7K 0.11% 64
2025
Q2 		$569K Hold
12,021
– – 0.1% 62
2025
Q1 		$502K Sell
12,021
-2,696
-18% -$120K 0.1% 63
2024
Q4 		$647K Hold
14,717
– – 0.1% 61
2024
Q3 		$584K Hold
14,717
– – 0.09% 65
2024
Q2 		$585K Hold
14,717
– – 0.1% 66
2024
Q1 		$558K Hold
14,717
– – 0.09% 65
2023
Q4 		$496K Sell
14,717
-112
-0.8% -$3.26K 0.09% 67
2023
Q3 		$406K Sell
14,829
-73
-0.5% -$2.16K 0.08% 73
2023
Q2 		$428K Buy
14,902
+724
+5% +$20.7K 0.08% 69
2023
Q1 		$405K Sell
14,178
-1
-0% -$33 0.08% 66
2022
Q4 		$470K Hold
14,179
– – 0.1% 61
2022
Q3 		$428K Hold
14,179
– – 0.1% 59
2022
Q2 		$441K Hold
14,179
– – 0.1% 59
2022
Q1 		$584K Buy
14,179
+750
+6% +$33.8K 0.11% 58
2021
Q4 		$597K Buy
13,429
+73
+0.5% +$3.33K 0.11% 56
2021
Q3 		$567K Buy
13,356
+100
+0.8% +$4.03K 0.11% 58
2021
Q2 		$547K Buy
13,256
+124
+0.9% +$5.08K 0.11% 55
2021
Q1 		$508K Sell
13,132
-125
-0.9% -$4.31K 0.11% 56
2020
Q4 		$402K Buy
13,257
+125
+1% +$3.35K 0.09% 61
2020
Q3 		$316K Hold
13,132
– – 0.08% 61
2020
Q2 		$312K Sell
13,132
-2,500
-16% -$59.1K 0.08% 66
2020
Q1 		$332K Buy
15,632
+4,380
+39% +$131K 0.1% 61
2019
Q4 		$397K Buy
11,252
+120
+1% +$3.88K 0.1% 56
2019
Q3 		$325K Hold
11,132
– – 0.09% 57
2019
Q2 		$322K Hold
11,132
– – 0.09% 57
2019
Q1 		$307K Hold
11,132
– – 0.09% 57
2018
Q4 		$274K Hold
11,132
– – 0.09% 60
2018
Q3 		$328K Hold
11,132
– – 0.1% 61
2018
Q2 		$314K Buy
+11,132
New +$332K 0.1% 67

Other funds holding BAC

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Towercrest Capital Management's BAC Position: Q3 2026 in Review

Towercrest Capital Management held its Bank of America (BAC) position steady in Q3 2026 at 12,875 shares worth $701K. The position accounts for 0.1% of the portfolio, ranked #59.

Towercrest Capital Management first reported a position in BAC in Q2 2018 and has held it in 34 quarters since. The position peaked at $734K in Q2 2026. 2,034 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Towercrest Capital Management held 12,875 shares of Bank of America worth $701K as of Q3 2026.
  • Towercrest Capital Management left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.1% of Towercrest Capital Management's portfolio in Q3 2026, its #59 holding.
  • Towercrest Capital Management first reported a position in Bank of America in Q2 2018 and has held it in 34 quarters since.
  • Towercrest Capital Management's Bank of America position peaked at $734K in Q2 2026.
  • 2,034 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.