Key Client Fiduciary Advisors’s Bank of America BAC Stock Holding History

Key Client Fiduciary Advisors’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	$2.06M	Sell	36,096 -228	-0.6%	-$12.1K	0.59%	37
2026 Q1	$1.77M	Buy	36,324 +275	+0.8%	+$14.2K	0.6%	39
2025 Q4	$1.98M	Sell	36,049 -99	-0.3%	-$5.23K	0.68%	37
2025 Q3	$1.86M	Sell	36,148 -368	-1%	-$18K	0.62%	38
2025 Q2	$1.73M	Sell	36,516 -426	-1%	-$17.9K	0.7%	36
2025 Q1	$1.54M	Sell	36,942 -310	-0.8%	-$13.8K	0.7%	39
2024 Q4	$1.64M	Sell	37,252 -794	-2%	-$34.9K	0.72%	35
2024 Q3	$1.51M	Sell	38,046 -959	-2%	-$38.4K	0.68%	34
2024 Q2	$1.55M	Buy	39,005 +76	+0.2%	+$2.91K	0.77%	29
2024 Q1	$1.48M	Sell	38,929 -3,667	-9%	-$126K	0.78%	28
2023 Q4	$1.43M	Sell	42,596 -3,264	-7%	-$95K	0.83%	27
2023 Q3	$1.26M	Buy	45,860 +26	+0.1%	+$769	0.77%	35
2023 Q2	$1.31M	Buy	45,834 +2,361	+5%	+$67.4K	0.77%	32
2023 Q1	$1.24M	Sell	43,473 -2,096	-5%	-$69.2K	0.78%	30
2022 Q4	$1.51M	Buy	45,569 +68	+0.1%	+$2.34K	1.02%	25
2022 Q3	$1.37M	Buy	45,501 +1,870	+4%	+$62.5K	1.24%	20
2022 Q2	$1.36M	Buy	43,631 +5,737	+15%	+$207K	1.32%	19
2022 Q1	$1.56M	Buy	37,894 +2,318	+7%	+$105K	1.23%	21
2021 Q4	$1.58M	Buy	+35,576	New	+$1.62M	1.31%	23

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

Key Client Fiduciary Advisors's BAC Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Bank of America (BAC) stake by 0.63% in Q2 2026, selling an estimated $12.1K and leaving 36,096 shares worth $2.06M. The position accounts for 0.59% of the portfolio, ranked #37.

Key Client Fiduciary Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Key Client Fiduciary Advisors held 36,096 shares of Bank of America worth $2.06M as of Q2 2026.
Key Client Fiduciary Advisors sold 228 Bank of America shares in Q2 2026, an estimated $12.1K.
Bank of America made up 0.59% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #37 holding.
Key Client Fiduciary Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.