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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

BAC holding history

Bank of America Corp in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
817,324
Value
$46.6M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of BAC by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026817,324$46.6M0.7%−10,866−1.3%ReducedHolders
Q1 2026828,190$40.4M0.7%+68,568+9.0%AddedHolders
Q4 2025759,622$41.8M0.7%+272,071+55.8%AddedHolders
Q3 2025487,551$25.2M0.4%−30,186−5.8%ReducedHolders
Q2 2025517,737$24.5M0.4%+1,319+0.3%AddedHolders
Q1 2025516,418$21.6M0.4%−12,309−2.3%ReducedHolders
Q4 2024528,727$23.2M0.4%−15,003−2.8%ReducedHolders
Q3 2024543,730$21.6M0.4%+2,989+0.6%AddedHolders
Q2 2024540,741$21.5M0.4%−11,751−2.1%ReducedHolders
Q1 2024552,492$21.0M0.5%−21,854−3.8%ReducedHolders
Q4 2023574,346$19.3M0.5%−50,359−8.1%ReducedHolders
Q3 2023624,705$17.1M0.4%−772,302−55.3%ReducedHolders
Q2 20231,397,007$40.1M1.3%−149,907−9.7%ReducedHolders
Q1 20231,546,914$44.2M1.5%−285,729−15.6%ReducedHolders
Q4 20221,832,643$60.7M2.1%−23,005−1.2%ReducedHolders
Q3 20221,855,648$56.0M2.0%+4,426+0.2%AddedHolders
Q2 20221,851,222$57.6M1.9%+76,937+4.3%AddedHolders
Q1 20221,774,285$73.1M2.1%+60,473+3.5%AddedHolders
Q4 20211,713,812$76.2M2.0%+149,092+9.5%AddedHolders
Q3 20211,564,720$66.4M1.9%+46,510+3.1%AddedHolders
Q2 20211,518,210$62.6M1.8%−40,667−2.6%ReducedHolders
Q1 20211,558,877$60.3M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.