Kelly Financial Group’s Bank of America BAC Stock Holding History

Kelly Financial Group’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 Q2	$352K	Sell	6,181 -72	-1%	-$3.83K	0.08%	69
2026 Q1	$305K	Sell	6,253 -409	-6%	-$21.1K	0.08%	73
2025 Q4	$366K	Buy	6,662 +55	+0.8%	+$2.91K	0.09%	59
2025 Q3	$341K	Sell	6,607 -1,000	-13%	-$48.8K	0.09%	61
2025 Q2	$360K	Hold	7,607	–	–	0.1%	56
2025 Q1	$317K	Sell	7,607 -25	-0.3%	-$1.11K	0.1%	62
2024 Q4	$335K	Buy	+7,632	New	+$336K	0.12%	50

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kelly Financial Group's BAC Position: Q2 2026 in Review

Kelly Financial Group reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $3.83K and leaving 6,181 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #69.

Kelly Financial Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Kelly Financial Group held 6,181 shares of Bank of America worth $352K as of Q2 2026.
Kelly Financial Group sold 72 Bank of America shares in Q2 2026, an estimated $3.83K.
Bank of America made up 0.08% of Kelly Financial Group's portfolio in Q2 2026, its #69 holding.
Kelly Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's Bank of America position peaked at $366K in Q4 2025.
1,151 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.