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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
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 		$9.55M 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

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

Kestra Private Wealth Services's BAC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Bank of America (BAC) stake by 1.8% in Q2 2026, buying an estimated $362K and bringing the position to 385,188 shares worth $21.9M. The position accounts for 0.24% of the portfolio, ranked #92.

Kestra Private Wealth Services first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kestra Private Wealth Services held 385,188 shares of Bank of America worth $21.9M as of Q2 2026.
  • Kestra Private Wealth Services bought 6,800 Bank of America shares in Q2 2026, an estimated $362K.
  • Bank of America made up 0.24% of Kestra Private Wealth Services's portfolio in Q2 2026, its #92 holding.
  • Kestra Private Wealth Services first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.