KCM Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Sell |
319,992
-15,270
| -5% | -$788K | 0.52% | 46 |
|
|
2025
Q4 | $18.4M | Sell |
335,262
-28,231
| -8% | -$1.49M | 0.59% | 43 |
|
|
2025
Q3 | $18.8M | Sell |
363,493
-1,152
| -0.3% | -$56.2K | 0.6% | 44 |
|
|
2025
Q2 | $17.3M | Buy |
364,645
+2,835
| +0.8% | +$119K | 0.58% | 44 |
|
|
2025
Q1 | $15.1M | Sell |
361,810
-27,100
| -7% | -$1.21M | 0.54% | 46 |
|
|
2024
Q4 | $17.1M | Sell |
388,910
-17,855
| -4% | -$786K | 0.59% | 43 |
|
|
2024
Q3 | $16.1M | Sell |
406,765
-10,184
| -2% | -$408K | 0.55% | 46 |
|
|
2024
Q2 | $16.6M | Sell |
416,949
-16,447
| -4% | -$630K | 0.6% | 44 |
|
|
2024
Q1 | $16.4M | Sell |
433,396
-51,758
| -11% | -$1.78M | 0.61% | 45 |
|
|
2023
Q4 | $16.3M | Sell |
485,154
-35,063
| -7% | -$1.02M | 0.65% | 44 |
|
|
2023
Q3 | $14.2M | Sell |
520,217
-18,322
| -3% | -$542K | 0.61% | 45 |
|
|
2023
Q2 | $15.5M | Sell |
538,539
-41,251
| -7% | -$1.18M | 0.62% | 47 |
|
|
2023
Q1 | $16.6M | Buy |
579,790
+26,025
| +5% | +$859K | 0.67% | 43 |
|
|
2022
Q4 | $18.3M | Sell |
553,765
-2,688
| -0.5% | -$92.6K | 0.79% | 38 |
|
|
2022
Q3 | $16.8M | Sell |
556,453
-19,056
| -3% | -$637K | 0.78% | 39 |
|
|
2022
Q2 | $17.9M | Sell |
575,509
-38,296
| -6% | -$1.38M | 0.78% | 41 |
|
|
2022
Q1 | $25.3M | Buy |
613,805
+60,675
| +11% | +$2.74M | 0.93% | 31 |
|
|
2021
Q4 | $24.6M | Buy |
553,130
+122,902
| +29% | +$5.6M | 0.86% | 38 |
|
|
2021
Q3 | $18.3M | Buy |
430,228
+159,020
| +59% | +$6.41M | 0.73% | 46 |
|
|
2021
Q2 | $11.2M | Sell |
271,208
-3,162
| -1% | -$130K | 0.45% | 57 |
|
|
2021
Q1 | $10.6M | Buy |
274,370
+6,447
| +2% | +$222K | 0.47% | 57 |
|
|
2020
Q4 | $8.12M | Buy |
267,923
+35,086
| +15% | +$940K | 0.39% | 61 |
|
|
2020
Q3 | $5.61M | Sell |
232,837
-45,681
| -16% | -$1.14M | 0.31% | 72 |
|
|
2020
Q2 | $6.62M | Buy |
278,518
+13,347
| +5% | +$315K | 0.37% | 64 |
|
|
2020
Q1 | $5.63M | Sell |
265,171
-9,969
| -4% | -$299K | 0.38% | 67 |
|
|
2019
Q4 | $9.69M | Sell |
275,140
-6,064
| -2% | -$196K | 0.53% | 54 |
|
|
2019
Q3 | $8.2M | Sell |
281,204
-4,058
| -1% | -$117K | 0.48% | 63 |
|
|
2019
Q2 | $8.27M | Sell |
285,262
-6,320
| -2% | -$182K | 0.5% | 57 |
|
|
2019
Q1 | $8.04M | Sell |
291,582
-11,579
| -4% | -$327K | 0.52% | 57 |
|
|
2018
Q4 | $7.47M | Buy |
303,161
+1,358
| +0.4% | +$36.8K | 0.49% | 55 |
|
|
2018
Q3 | $8.89M | Sell |
301,803
-398
| -0.1% | -$12.1K | 0.51% | 49 |
|
|
2018
Q2 | $8.52M | Sell |
302,201
-2,430
| -0.8% | -$72.5K | 0.52% | 47 |
|
|
2018
Q1 | $9.14M | Sell |
304,631
-7,082
| -2% | -$222K | 0.56% | 45 |
|
|
2017
Q4 | $9.2M | Sell |
311,713
-8,900
| -3% | -$245K | 0.54% | 50 |
|
|
2017
Q3 | $8.12M | Sell |
320,613
-6,354
| -2% | -$154K | 0.5% | 55 |
|
|
2017
Q2 | $7.93M | Sell |
326,967
-26,391
| -7% | -$615K | 0.5% | 55 |
|
|
2017
Q1 | $8.34M | Sell |
353,358
-40,359
| -10% | -$958K | 0.53% | 52 |
|
|
2016
Q4 | $8.7M | Buy |
393,717
+4,884
| +1% | +$94.1K | 0.59% | 46 |
|
|
2016
Q3 | $6.08M | Sell |
388,833
-13,988
| -3% | -$208K | 0.42% | 69 |
|
|
2016
Q2 | $5.34M | Buy |
402,821
+14,284
| +4% | +$201K | 0.37% | 79 |
|
|
2016
Q1 | $5.25M | Buy |
388,537
+21,843
| +6% | +$295K | 0.39% | 76 |
|
|
2015
Q4 | $6.17M | Sell |
366,694
-5,713
| -2% | -$96.6K | 0.49% | 59 |
|
|
2015
Q3 | $5.8M | Buy |
372,407
+1,843
| +0.5% | +$31K | 0.48% | 56 |
|
|
2015
Q2 | $6.31M | Sell |
370,564
-868
| -0.2% | -$14.3K | 0.5% | 52 |
|
|
2015
Q1 | $5.72M | Buy |
371,432
+198,984
| +115% | +$3.2M | 0.46% | 62 |
|
|
2014
Q4 | $3.08M | Buy |
172,448
+6,245
| +4% | +$107K | 0.26% | 113 |
|
|
2014
Q3 | $2.83M | Buy |
166,203
+25,791
| +18% | +$411K | 0.26% | 111 |
|
|
2014
Q2 | $2.16M | Buy |
140,412
+1,958
| +1% | +$30.4K | 0.2% | 137 |
|
|
2014
Q1 | $2.38M | Buy |
138,454
+2,919
| +2% | +$49.1K | 0.25% | 120 |
|
|
2013
Q4 | $2.11M | Buy |
135,535
+43,123
| +47% | +$640K | 0.23% | 130 |
|
|
2013
Q3 | $1.27M | Buy |
92,412
+3,299
| +4% | +$47.1K | 0.15% | 173 |
|
|
2013
Q2 | $1.15M | Buy |
+89,113
| New | +$1.14M | 0.14% | 177 |
|
Other funds holding BAC
VCM
VPM
KCM Investment Advisors's BAC Position: Q1 2026 in Review
KCM Investment Advisors reduced its Bank of America (BAC) stake by 4.6% in Q1 2026, selling an estimated $788K and leaving 319,992 shares worth $15.6M. The position accounts for 0.52% of the portfolio, ranked #46.
KCM Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3M in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- KCM Investment Advisors held 319,992 shares of Bank of America worth $15.6M as of Q1 2026.
- KCM Investment Advisors sold 15,270 Bank of America shares in Q1 2026, an estimated $788K.
- Bank of America made up 0.52% of KCM Investment Advisors's portfolio in Q1 2026, its #46 holding.
- KCM Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- KCM Investment Advisors's Bank of America position peaked at $25.3M in Q1 2022.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.