KB Financial Partners’s Bank of America BAC Stock Holding History

KB Financial Partners’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
2023 Q3	$369K	Buy	9,838 +225	+2%	+$6.66K	0.11%	123
2023 Q2	$276K	Sell	9,613 -989	-9%	-$28.2K	0.08%	160
2023 Q1	$303K	Buy	10,602 +242	+2%	+$7.99K	0.09%	140
2022 Q4	$343K	Buy	10,360 +7	+0.1%	+$241	0.12%	127
2022 Q3	$313K	Buy	10,353 +1,311	+14%	+$43.8K	0.11%	127
2022 Q2	$281K	Sell	9,042 -575	-6%	-$20.7K	0.1%	134
2022 Q1	$396K	Buy	9,617 +1,273	+15%	+$57.4K	0.11%	108
2021 Q4	$371K	Buy	8,344 +102	+1%	+$4.65K	0.11%	110
2021 Q3	$350K	Buy	8,242 +648	+9%	+$26.1K	0.13%	102
2021 Q2	$313K	Sell	7,594 -16	-0.2%	-$656	0.12%	106
2021 Q1	$294K	Buy	+7,610	New	+$263K	0.13%	91

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KB Financial Partners's BAC Position: Q3 2023 in Review

KB Financial Partners increased its Bank of America (BAC) stake by 2.3% in Q3 2023, buying an estimated $6.66K and bringing the position to 9,838 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #123.

KB Financial Partners first reported a position in BAC in Q1 2021 and has held it in 11 quarters since. The position peaked at $396K in Q1 2022. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

KB Financial Partners held 9,838 shares of Bank of America worth $369K as of Q3 2023.
KB Financial Partners bought 225 Bank of America shares in Q3 2023, an estimated $6.66K.
Bank of America made up 0.11% of KB Financial Partners's portfolio in Q3 2023, its #123 holding.
KB Financial Partners first reported a position in Bank of America in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Bank of America position peaked at $396K in Q1 2022.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.