Key Financial Inc
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Key Financial Inc’s Bank of America BAC Stock Holding History

Key Financial Inc’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 		$680K Buy
12,496
+232
+2% +$14.1K 0.11% 150
2026
Q2 		$699K Sell
12,264
-6,606
-35% -$351K 0.11% 151
2026
Q1 		$920K Buy
18,870
+9
+0% +$464 0.16% 115
2025
Q4 		$1.04M Sell
18,861
-86
-0.5% -$4.55K 0.19% 96
2025
Q3 		$960K Sell
18,947
-2,240
-11% -$109K 0.18% 107
2025
Q2 		$1M Sell
21,187
-532
-2% -$22.4K 0.2% 96
2025
Q1 		$906K Sell
21,719
-1,485
-6% -$66.2K 0.2% 93
2024
Q4 		$1.02M Sell
23,204
-730
-3% -$32.1K 0.23% 78
2024
Q3 		$950K Buy
23,934
+99
+0.4% +$3.97K 0.21% 86
2024
Q2 		$948K Hold
23,835
– – 0.23% 76
2024
Q1 		$904K Hold
23,835
– – 0.23% 79
2023
Q4 		$803K Buy
23,835
+7,325
+44% +$213K 0.22% 88
2023
Q3 		$452K Sell
16,510
-642
-4% -$19K 0.15% 113
2023
Q2 		$492K Sell
17,152
-108
-0.6% -$3.08K 0.16% 114
2023
Q1 		$494K Sell
17,260
-1,691
-9% -$55.8K 0.18% 104
2022
Q4 		$572K Hold
18,951
– – 0.27% 67
2022
Q3 		$572K Buy
18,951
+1,935
+11% +$64.7K 0.27% 67
2022
Q2 		$537K Sell
17,016
-907
-5% -$32.7K 0.29% 67
2022
Q1 		$739K Buy
17,923
+3,480
+24% +$157K 0.37% 49
2021
Q4 		$643K Hold
14,443
– – 0.32% 59
2021
Q3 		$613K Hold
14,443
– – 0.35% 58
2021
Q2 		$554K Buy
14,443
+350
+2% +$14.3K 0.31% 63
2021
Q1 		$545K Buy
14,093
+2,635
+23% +$90.9K 0.36% 58
2020
Q4 		$347K Hold
11,458
– – 0.26% 76
2020
Q3 		$276K Sell
11,458
-172
-1% -$4.28K 0.28% 83
2020
Q2 		$272K Buy
11,630
+172
+2% +$4.06K 0.31% 80
2020
Q1 		$253K Sell
11,458
-500
-4% -$15K 0.26% 77
2019
Q4 		$421K Buy
+11,958
New +$386K 0.39% 60

Other funds holding BAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Key Financial Inc's BAC Position: Q3 2026 in Review

Key Financial Inc increased its Bank of America (BAC) stake by 1.9% in Q3 2026, buying an estimated $14.1K and bringing the position to 12,496 shares worth $680K. The position accounts for 0.11% of the portfolio, ranked #150.

Key Financial Inc first reported a position in BAC in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q4 2025. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Key Financial Inc held 12,496 shares of Bank of America worth $680K as of Q3 2026.
  • Key Financial Inc bought 232 Bank of America shares in Q3 2026, an estimated $14.1K.
  • Bank of America made up 0.11% of Key Financial Inc's portfolio in Q3 2026, its #150 holding.
  • Key Financial Inc first reported a position in Bank of America in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Bank of America position peaked at $1.04M in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.