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

Kelly Financial Services’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 		$270K Sell
4,737
-16
-0.3% -$851 0.06% 113
2026
Q1 		$232K Hold
4,753
– – 0.06% 118
2025
Q4 		$261K Hold
4,753
– – 0.07% 98
2025
Q3 		$245K Hold
4,753
– – 0.06% 104
2025
Q2 		$225K Buy
+4,753
New +$200K 0.07% 110
2025
Q1 		– Sell
-4,753
Closed -$209K – 114
2024
Q4 		$209K Buy
+4,753
New +$209K 0.08% 111
2024
Q3 		– Sell
-4,640
Closed -$185K – 166
2024
Q2 		$185K Buy
4,640
+22
+0.5% +$843 0.07% 114
2024
Q1 		$175K Hold
4,618
– – 0.07% 115
2023
Q4 		$155K Buy
4,618
+13
+0.3% +$379 0.06% 111
2023
Q3 		$126K Buy
4,605
+15
+0.3% +$444 0.06% 108
2023
Q2 		$132K Buy
4,590
+14
+0.3% +$399 0.06% 103
2023
Q1 		$131K Sell
4,576
-27
-0.6% -$891 0.07% 99
2022
Q4 		$152K Buy
4,603
+26
+0.6% +$896 0.08% 93
2022
Q3 		$138K Sell
4,577
-891
-16% -$29.8K 0.08% 89
2022
Q2 		$170K Buy
5,468
+1,468
+37% +$52.9K 0.09% 86
2022
Q1 		$165K Buy
4,000
+7
+0.2% +$316 0.07% 92
2021
Q4 		$178K Buy
3,993
+504
+14% +$23K 0.08% 86
2021
Q3 		$148K Sell
3,489
-182,591
-98% -$7.36M 0.08% 81
2021
Q2 		$4.51M Buy
186,080
+181,780
+4,227% +$7.45M 0.17% 34
2021
Q1 		$166K Buy
4,300
+3
+0.1% +$104 0.1% 58
2020
Q4 		$130K Buy
4,297
+4
+0.1% +$107 0.09% 55
2020
Q3 		$103K Sell
4,293
-495
-10% -$12.3K 0.07% 53
2020
Q2 		$114K Buy
4,788
+5
+0.1% +$118 0.09% 49
2020
Q1 		$102K Buy
4,783
+1,153
+32% +$34.6K 0.13% 47
2019
Q4 		$128K Hold
3,630
– – 0.1% 41
2019
Q3 		$106K Hold
3,630
– – 0.1% 45
2019
Q2 		$105K Sell
3,630
-20
-0.5% -$577 0.1% 45
2019
Q1 		$101K Buy
+3,650
New +$103K 0.11% 44

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Kelly Financial Services reduced its Bank of America (BAC) stake by 0.34% in Q2 2026, selling an estimated $851 and leaving 4,737 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #113.

Kelly Financial Services first reported a position in BAC in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.51M in Q2 2021. 1,521 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kelly Financial Services held 4,737 shares of Bank of America worth $270K as of Q2 2026.
  • Kelly Financial Services sold 16 Bank of America shares in Q2 2026, an estimated $851.
  • Bank of America made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #113 holding.
  • Kelly Financial Services first reported a position in Bank of America in Q1 2019 and has held it in 28 quarters since.
  • Kelly Financial Services's Bank of America position peaked at $4.51M in Q2 2021.
  • 1,521 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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