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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-200
Closed -$11K – 219
2025
Q4
$11K Buy
+200
New +$10.6K ﹤0.01% 219

Other funds holding BAC

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. 3,621 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.
  • 3,621 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.