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Keynote Financial Services’s Bank of America BAC Stock Holding History

Keynote Financial 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 		$1.36M Hold
23,833
– – 0.64% 46
2026
Q1 		$1.16M Hold
23,833
– – 0.62% 49
2025
Q4 		$1.31M Hold
23,833
– – 0.73% 42
2025
Q3 		$1.23M Sell
23,833
-25
-0.1% -$1.22K 0.74% 40
2025
Q2 		$1.13M Sell
23,858
-521
-2% -$21.9K 0.76% 40
2025
Q1 		$1.02M Sell
24,379
-200
-0.8% -$8.91K 0.73% 41
2024
Q4 		$1.08M Hold
24,579
– – 0.83% 35
2024
Q3 		$975K Sell
24,579
-320
-1% -$12.8K 0.75% 40
2024
Q2 		$990K Hold
24,899
– – 0.83% 37
2024
Q1 		$944K Buy
+24,899
New +$855K 0.79% 39

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

Keynote Financial Services's BAC Position: Q2 2026 in Review

Keynote Financial Services held its Bank of America (BAC) position steady in Q2 2026 at 23,833 shares worth $1.36M. The position accounts for 0.64% of the portfolio, ranked #46.

Keynote Financial Services first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Keynote Financial Services held 23,833 shares of Bank of America worth $1.36M as of Q2 2026.
  • Keynote Financial Services left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.64% of Keynote Financial Services's portfolio in Q2 2026, its #46 holding.
  • Keynote Financial Services first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.