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Keebeck Wealth Management’s Bank of America BAC Stock Holding History

Keebeck Wealth Management’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
2026
Q1 		$655K Sell
13,431
-420
-3% -$21.7K 0.07% 195
2025
Q4 		$762K Buy
13,851
+1,360
+11% +$71.9K 0.09% 166
2025
Q3 		$644K Buy
12,491
+532
+4% +$26K 0.08% 179
2025
Q2 		$566K Buy
11,959
+577
+5% +$24.3K 0.07% 179
2025
Q1 		$475K Buy
11,382
+156
+1% +$6.95K 0.07% 173
2024
Q4 		$493K Buy
11,226
+604
+6% +$26.6K 0.07% 169
2024
Q3 		$421K Buy
10,622
+52
+0.5% +$2.08K 0.06% 184
2024
Q2 		$420K Sell
10,570
-1,740
-14% -$66.7K 0.06% 188
2024
Q1 		$467K Sell
12,310
-98
-0.8% -$3.36K 0.07% 198
2023
Q4 		$418K Buy
12,408
+822
+7% +$23.9K 0.07% 197
2023
Q3 		$317K Buy
11,586
+46
+0.4% +$1.36K 0.06% 200
2023
Q2 		$331K Buy
11,540
+2,471
+27% +$70.5K 0.05% 208
2023
Q1 		$259K Buy
9,069
+324
+4% +$10.7K 0.04% 220
2022
Q4 		$290K Buy
8,745
+242
+3% +$8.34K 0.05% 201
2022
Q3 		$257K Hold
8,503
– – 0.05% 205
2022
Q2 		$265K Buy
8,503
+2,130
+33% +$76.7K 0.05% 201
2022
Q1 		$263K Hold
6,373
– – 0.04% 209
2021
Q4 		$284K Buy
6,373
+1,095
+21% +$49.9K 0.05% 191
2021
Q3 		$224K Sell
5,278
-1,340
-20% -$54K 0.04% 196
2021
Q2 		$273K Sell
6,618
-25,310
-79% -$1.04M 0.04% 209
2021
Q1 		$1.24M Hold
31,928
– – 0.19% 91
2020
Q4 		$968K Buy
31,928
+1,150
+4% +$30.8K 0.17% 97
2020
Q3 		$741K Sell
30,778
-1,500
-5% -$37.3K 0.15% 102
2020
Q2 		$766K Hold
32,278
– – 0.24% 85
2020
Q1 		$685K Hold
32,278
– – 0.28% 72
2019
Q4 		$1.14M Buy
+32,278
New +$1.04M 0.36% 57

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keebeck Wealth Management's BAC Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $21.7K and leaving 13,431 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #195.

Keebeck Wealth Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.24M in Q1 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Keebeck Wealth Management held 13,431 shares of Bank of America worth $655K as of Q1 2026.
  • Keebeck Wealth Management sold 420 Bank of America shares in Q1 2026, an estimated $21.7K.
  • Bank of America made up 0.07% of Keebeck Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Keebeck Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Bank of America position peaked at $1.24M in Q1 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.