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Kennedy Investment Group’s Bank of America BAC Stock Holding History

Kennedy Investment 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 		$2.69M Sell
47,236
-3,782
-7% -$201K 0.91% 26
2026
Q1 		$2.49M Sell
51,018
-443
-0.9% -$22.9K 0.97% 23
2025
Q4 		$2.83M Sell
51,461
-202
-0.4% -$10.7K 1.07% 25
2025
Q3 		$2.67M Sell
51,663
-1,288
-2% -$62.8K 1.06% 20
2025
Q2 		$2.51M Sell
52,951
-682
-1% -$28.7K 1.06% 23
2025
Q1 		$2.24M Sell
53,633
-272
-0.5% -$12.1K 1.04% 23
2024
Q4 		$2.37M Sell
53,905
-1,059
-2% -$46.6K 1.07% 21
2024
Q3 		$2.18M Sell
54,964
-896
-2% -$35.9K 1% 25
2024
Q2 		$2.22M Sell
55,860
-2,038
-4% -$78.1K 1.12% 24
2024
Q1 		$2.2M Sell
57,898
-109
-0.2% -$3.74K 1.17% 25
2023
Q4 		$1.95M Buy
58,007
+321
+0.6% +$9.35K 1.09% 24
2023
Q3 		$1.58M Buy
57,686
+1,398
+2% +$41.4K 0.95% 29
2023
Q2 		$1.61M Sell
56,288
-887
-2% -$25.3K 0.95% 31
2023
Q1 		$1.64M Sell
57,175
-1,185
-2% -$39.1K 1% 28
2022
Q4 		$1.93M Buy
+58,360
New +$2.01M 1.23% 25

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kennedy Investment Group's BAC Position: Q2 2026 in Review

Kennedy Investment Group reduced its Bank of America (BAC) stake by 7.4% in Q2 2026, selling an estimated $201K and leaving 47,236 shares worth $2.69M. The position accounts for 0.91% of the portfolio, ranked #26.

Kennedy Investment Group first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kennedy Investment Group held 47,236 shares of Bank of America worth $2.69M as of Q2 2026.
  • Kennedy Investment Group sold 3,782 Bank of America shares in Q2 2026, an estimated $201K.
  • Bank of America made up 0.91% of Kennedy Investment Group's portfolio in Q2 2026, its #26 holding.
  • Kennedy Investment Group first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Bank of America position peaked at $2.83M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.