Kestra Private Wealth Services
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Kestra Private Wealth Services’s Bank of America BAC Stock Holding History

Kestra Private Wealth 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
Q3 		$21.8M Buy
400,162
+14,974
+4% +$912K 0.23% 91
2026
Q2 		$21.9M Buy
385,188
+6,800
+2% +$362K 0.24% 92
2026
Q1 		$18.4M Buy
378,388
+5,237
+1% +$270K 0.23% 97
2025
Q4 		$20.5M Buy
373,151
+2,254
+0.6% +$119K 0.25% 83
2025
Q3 		$19.1M Sell
370,897
-8,562
-2% -$418K 0.25% 83
2025
Q2 		$18M Buy
379,459
+18,399
+5% +$774K 0.26% 80
2025
Q1 		$15.1M Sell
361,060
-5,663
-2% -$252K 0.25% 86
2024
Q4 		$16.1M Sell
366,723
-72,654
-17% -$3.2M 0.27% 80
2024
Q3 		$17.4M Sell
439,377
-6,076
-1% -$244K 0.32% 63
2024
Q2 		$17.7M Sell
445,453
-14,083
-3% -$540K 0.35% 54
2024
Q1 		$17.4M Sell
459,536
-4,983
-1% -$171K 0.39% 53
2023
Q4 		$15.6M Buy
464,519
+1,135
+0.2% +$33K 0.4% 56
2023
Q3 		$12.7M Buy
463,384
+86,905
+23% +$2.57M 0.4% 56
2023
Q2 		$10.8M Buy
376,479
+72,853
+24% +$2.08M 0.37% 62
2023
Q1 		$8.68M Buy
303,626
+15,360
+5% +$507K 0.35% 77
2022
Q4 		$9.5M Sell
288,266
-9,879
-3% -$340K 0.48% 45
2022
Q3 		$9M Buy
298,145
+9,333
+3% +$312K 0.52% 37
2022
Q2 		$8.99M Buy
288,812
+7,397
+3% +$266K 0.51% 40
2022
Q1 		$11.6M Buy
281,415
+7,660
+3% +$346K 0.58% 28
2021
Q4 		$12.2M Buy
273,755
+10,153
+4% +$463K 0.58% 27
2021
Q3 		$11.2M Buy
263,602
+15,372
+6% +$619K 0.62% 25
2021
Q2 		$10.2M Buy
248,230
+7,684
+3% +$315K 0.62% 25
2021
Q1 		$9.31M Sell
240,546
-2,722
-1% -$93.9K 0.65% 23
2020
Q4 		$7.29M Buy
243,268
+12,790
+6% +$343K 0.54% 33
2020
Q3 		$5.55M Buy
+230,478
New +$5.74M 0.48% 46

Other funds holding BAC

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Kestra Private Wealth Services's BAC Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Bank of America (BAC) stake by 3.9% in Q3 2026, buying an estimated $912K and bringing the position to 400,162 shares worth $21.8M. The position accounts for 0.23% of the portfolio, ranked #91.

Kestra Private Wealth Services first reported a position in BAC in Q3 2020 and has held it in 25 quarters since. The position peaked at $21.9M in Q2 2026. 1,919 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Kestra Private Wealth Services held 400,162 shares of Bank of America worth $21.8M as of Q3 2026.
  • Kestra Private Wealth Services bought 14,974 Bank of America shares in Q3 2026, an estimated $912K.
  • Bank of America made up 0.23% of Kestra Private Wealth Services's portfolio in Q3 2026, its #91 holding.
  • Kestra Private Wealth Services first reported a position in Bank of America in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Bank of America position peaked at $21.9M in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.