Keystone Financial Planning’s Bank of America BAC Stock Holding History

Keystone Financial Planning’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	$320K	Hold	5,881	–	–	0.08%	37
2026 Q2	$335K	Hold	5,881	–	–	0.09%	38
2026 Q1	$287K	Hold	5,881	–	–	0.08%	38
2025 Q4	$323K	Hold	5,881	–	–	0.09%	39
2025 Q3	$303K	Hold	5,881	–	–	0.09%	44
2025 Q2	$278K	Hold	5,881	–	–	0.08%	44
2025 Q1	$245K	Hold	5,881	–	–	0.07%	45
2024 Q4	$258K	Hold	5,881	–	–	0.08%	45
2024 Q3	$233K	Hold	5,881	–	–	0.07%	47
2024 Q2	$234K	Hold	5,881	–	–	0.08%	48
2024 Q1	$223K	Buy	+5,881	New	+$202K	0.07%	49
2014 Q1	–	Sell	-2,000	Closed	-$31K	–	54
2013 Q4	$31K	Buy	+2,000	New	+$29.7K	0.02%	67

Other funds holding BAC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Keystone Financial Planning's BAC Position: Q3 2026 in Review

Keystone Financial Planning held its Bank of America (BAC) position steady in Q3 2026 at 5,881 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #37.

Keystone Financial Planning first reported a position in BAC in Q4 2013 and has held it in 12 quarters since. The position peaked at $335K in Q2 2026. 1,016 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Keystone Financial Planning held 5,881 shares of Bank of America worth $320K as of Q3 2026.
Keystone Financial Planning left its Bank of America share count unchanged in Q3 2026.
Bank of America made up 0.08% of Keystone Financial Planning's portfolio in Q3 2026, its #37 holding.
Keystone Financial Planning first reported a position in Bank of America in Q4 2013 and has held it in 12 quarters since.
Keystone Financial Planning's Bank of America position peaked at $335K in Q2 2026.
1,016 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.