Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,190,198
+$217,441 QoQ
Shares Held
20,888
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,777
of 3,589 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. BAC ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,198 | 20,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $972,757 | 19,954 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,081,135 | 19,657 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,006,417 | 19,508 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $449,719 | 11,308 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $388,224 | 10,238 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $123,867 | 4,524 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $66,646 | 2,323 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $179,493 | 6,276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $222,500 | 6,718 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $193,219 | 6,398 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $154,342 | 4,958 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $36,850 | 894 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $39,774 | 894 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $12,735 | 300 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,976 | 436 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $33,969 | 878 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $26,612 | 878 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $33,485 | 1,390 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,125 | 300 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $6,369 | 300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||