Keystone Financial Group (Kentucky)’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 | $1.34M | Buy |
27,172
+640
| +2% | +$33K | 0.09% | 166 |
|
|
2025
Q4 | $1.46M | Buy |
26,532
+22,532
| +563% | +$1.19M | 0.11% | 133 |
|
|
2025
Q3 | $216K | Sell |
4,000
-24,410
| -86% | -$1.19M | 0.02% | 389 |
|
|
2025
Q2 | $1.34M | Buy |
28,410
+152
| +0.5% | +$6.39K | 0.12% | 120 |
|
|
2025
Q1 | $1.18M | Sell |
28,258
-1,284
| -4% | -$57.2K | 0.12% | 125 |
|
|
2024
Q4 | $1.3M | Sell |
29,542
-735
| -2% | -$32.3K | 0.13% | 115 |
|
|
2024
Q3 | $1.2M | Buy |
30,277
+1,173
| +4% | +$47K | 0.15% | 101 |
|
|
2024
Q2 | $1.16M | Sell |
29,104
-1,347
| -4% | -$51.6K | 0.41% | 43 |
|
|
2024
Q1 | $1.15M | Buy |
30,451
+2,784
| +10% | +$95.6K | 0.17% | 97 |
|
|
2023
Q4 | $932K | Sell |
27,667
-669
| -2% | -$19.5K | 0.16% | 98 |
|
|
2023
Q3 | $776K | Buy |
28,336
+1,004
| +4% | +$29.7K | 0.13% | 115 |
|
|
2023
Q2 | $784K | Buy |
+27,332
| New | +$780K | 0.13% | 115 |
|
|
2022
Q4 | $894K | Buy |
26,997
+31
| +0.1% | +$1.07K | 0.18% | 98 |
|
|
2022
Q3 | $814K | Buy |
26,966
+477
| +2% | +$15.9K | 0.17% | 104 |
|
|
2022
Q2 | $825K | Sell |
26,489
-2
| -0% | -$72 | 0.16% | 109 |
|
|
2022
Q1 | $1.09M | Sell |
26,491
-290
| -1% | -$13.1K | 0.19% | 96 |
|
|
2021
Q4 | $1.19M | Buy |
26,781
+36
| +0.1% | +$1.64K | 0.2% | 99 |
|
|
2021
Q3 | $1.14M | Buy |
26,745
+69
| +0.3% | +$2.78K | 0.21% | 94 |
|
|
2021
Q2 | $1.1M | Sell |
26,676
-10
| -0% | -$410 | 0.2% | 99 |
|
|
2021
Q1 | $1.03M | Sell |
26,686
-7
| -0% | -$242 | 0.2% | 101 |
|
|
2020
Q4 | $809K | Sell |
26,693
-2,353
| -8% | -$63.1K | 0.17% | 112 |
|
|
2020
Q3 | $700K | Buy |
29,046
+7,022
| +32% | +$175K | 0.17% | 117 |
|
|
2020
Q2 | $523K | Buy |
22,024
+268
| +1% | +$6.33K | 0.14% | 126 |
|
|
2020
Q1 | $462K | Buy |
21,756
+116
| +0.5% | +$3.48K | 0.15% | 116 |
|
|
2019
Q4 | $762K | Buy |
21,640
+9
| +0% | +$291 | 0.2% | 104 |
|
|
2019
Q3 | $631K | Sell |
21,631
-164
| -0.8% | -$4.72K | 0.19% | 102 |
|
|
2019
Q2 | $632K | Buy |
21,795
+10
| +0% | +$288 | 0.21% | 104 |
|
|
2019
Q1 | $601K | Sell |
21,785
-1,852
| -8% | -$52.3K | 0.21% | 108 |
|
|
2018
Q4 | $582K | Buy |
23,637
+4,339
| +22% | +$118K | 0.26% | 97 |
|
|
2018
Q3 | $572K | Buy |
19,298
+11,000
| +133% | +$335K | 0.23% | 109 |
|
|
2018
Q2 | $235K | Buy |
8,298
+1,473
| +22% | +$43.9K | 0.13% | 143 |
|
|
2018
Q1 | $200K | Sell |
6,825
-368
| -5% | -$11.6K | 0.11% | 154 |
|
|
2017
Q4 | $217K | Buy |
+7,193
| New | +$198K | 0.13% | 116 |
|
Other funds holding BAC
VCM
VPM
Keystone Financial Group (Kentucky)'s BAC Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) increased its Bank of America (BAC) stake by 2.4% in Q1 2026, buying an estimated $33K and bringing the position to 27,172 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #166.
Keystone Financial Group (Kentucky) first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.46M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Keystone Financial Group (Kentucky) held 27,172 shares of Bank of America worth $1.34M as of Q1 2026.
- Keystone Financial Group (Kentucky) bought 640 Bank of America shares in Q1 2026, an estimated $33K.
- Bank of America made up 0.09% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #166 holding.
- Keystone Financial Group (Kentucky) first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
- Keystone Financial Group (Kentucky)'s Bank of America position peaked at $1.46M in Q4 2025.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.