Bank of America Corporation shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 488k | 51.59 |
| 2025-06-30 | $25M | 518k | 47.32 |
| 2025-03-31 | $22M | 516k | 41.73 |
| 2024-12-31 | $23M | 529k | 43.95 |
| 2024-09-30 | $22M | 544k | 39.68 |
| 2024-06-30 | $22M | 541k | 39.77 |
| 2024-03-31 | $21M | 553k | 37.92 |
| 2023-12-31 | $19M | 574k | 33.67 |
| 2023-09-30 | $17M | 625k | 27.38 |
| 2023-06-30 | $40M | 1.4M | 28.69 |
| 2023-03-31 | $44M | 1.5M | 28.60 |
| 2022-12-31 | $61M | 1.8M | 33.12 |
| 2022-09-30 | $56M | 1.9M | 30.20 |
| 2022-06-30 | $58M | 1.9M | 31.13 |
| 2022-03-31 | $73M | 1.8M | 41.22 |
| 2021-12-31 | $76M | 1.7M | 44.49 |
| 2021-09-30 | $66M | 1.6M | 42.45 |
| 2021-06-30 | $63M | 1.5M | 41.23 |
| 2021-03-31 | $60M | 1.6M | 38.69 |
| 2020-12-31 | $52M | 1.7M | 30.31 |
| 2020-09-30 | $38M | 1.6M | 24.09 |
| 2020-06-30 | $38M | 1.6M | 23.75 |
| 2020-03-31 | $30M | 1.4M | 21.23 |
| 2019-12-31 | $49M | 1.4M | 35.22 |
| 2019-09-30 | $42M | 1.4M | 29.17 |
| 2019-06-30 | $40M | 1.4M | 29.00 |
| 2019-03-31 | $27M | 964k | 27.59 |
| 2018-12-31 | $23M | 933k | 24.64 |
| 2018-09-30 | $27M | 907k | 29.46 |
| 2018-06-30 | $27M | 899k | 30.48 |
| 2018-03-31 | $27M | 884k | 29.99 |
| 2017-12-31 | $26M | 895k | 29.52 |
| 2017-09-30 | $22M | 881k | 25.34 |
| 2017-06-30 | $21M | 877k | 24.03 |
| 2017-03-31 | $19M | 813k | 23.59 |
| 2016-12-31 | $16M | 730k | 22.10 |
| 2016-09-30 | $11M | 724k | 15.65 |
| 2016-06-30 | $9.5M | 717k | 13.27 |
| 2016-03-31 | $10M | 738k | 13.52 |
| 2015-12-31 | $11M | 648k | 16.83 |
| 2015-09-30 | $9.5M | 608k | 15.58 |
| 2014-12-31 | $229k | 13k | 17.89 |
| 2011-03-31 | $139k | 10k | 13.32 |