Kestra Investment Management’s Bank of America BAC Stock Holding History

Kestra Investment 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 Q2	$1.04M	Buy	18,190 +2,961	+19%	+$157K	0.02%	224
2026 Q1	$742K	Sell	15,229 -292	-2%	-$15.1K	0.01%	251
2025 Q4	$854K	Buy	15,521 +1,539	+11%	+$81.4K	0.02%	219
2025 Q3	$721K	Buy	13,982 +2,051	+17%	+$100K	0.02%	231
2025 Q2	$565K	Sell	11,931 -2,099	-15%	-$88.3K	0.02%	271
2025 Q1	$585K	Sell	14,030 -2,086	-13%	-$93K	0.02%	249
2024 Q4	$708K	Sell	16,116 -10,830	-40%	-$476K	0.03%	186
2024 Q3	$1.07M	Buy	26,946 +7,211	+37%	+$289K	0.05%	118
2024 Q2	$785K	Buy	+19,735	New	+$756K	0.05%	68

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's BAC Position: Q2 2026 in Review

Kestra Investment Management increased its Bank of America (BAC) stake by 19% in Q2 2026, buying an estimated $157K and bringing the position to 18,190 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #224.

Kestra Investment Management first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Kestra Investment Management held 18,190 shares of Bank of America worth $1.04M as of Q2 2026.
Kestra Investment Management bought 2,961 Bank of America shares in Q2 2026, an estimated $157K.
Bank of America made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #224 holding.
Kestra Investment Management first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Bank of America position peaked at $1.07M in Q3 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.