BAC BANK AMERICA CORP

Ownership history in Crumly & Associates Inc.  ·  13 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported BANK AMERICA CORP (BAC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q2. The latest visible filing shows BAC at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in BANK AMERICA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,645 0% 0.09% $421K 2026-05-15 (Est.) $52.54
2025 Q4 REDUCED 8,645 -28 -0.3% 0.10% $475K 2026-01-14 $52.18
2025 Q3 REDUCED 8,673 -3,369 -28.0% 0.10% $447K 2025-11-03 $52.98
2025 Q2 REDUCED 12,042 -1,912 -13.7% 0.14% $570K 2025-07-02 $47.92
2025 Q1 ADDED 13,954 +199 +1.4% 0.16% $582K 2025-04-22 $37.48
2024 Q4 REDUCED 13,755 -1,246 -8.3% 0.16% $605K 2025-02-03 $44.91
2024 Q3 REDUCED 15,001 -7,562 -33.5% 0.16% $595K 2024-11-01 $40.36
2024 Q2 REDUCED 22,563 -1,656 -6.8% 0.26% $897K 2024-08-02 $36.09
2024 Q1 REDUCED 24,219 -88 -0.4% 0.24% $918K 2024-05-01 $35.27
2023 Q4 ADDED 24,307 +2,652 +12.2% 0.23% $813K 2024-01-29 $31.85
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning BAC?

Crumly & Associates Inc. reported BAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for BAC was 0.26% in 2024 Q2.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 8,645 shares, equal to 0.09% of portfolio, with an estimated market value of $421K.

What does the chart on this BAC ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly BAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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