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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Keystone Financial Planning's BAC Position: Q2 2026 in Review

Keystone Financial Planning held its Bank of America (BAC) position steady in Q2 2026 at 5,881 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #38.

Keystone Financial Planning first reported a position in BAC in Q4 2013 and has held it in 11 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Keystone Financial Planning held 5,881 shares of Bank of America worth $335K as of Q2 2026.
Keystone Financial Planning left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.09% of Keystone Financial Planning's portfolio in Q2 2026, its #38 holding.
Keystone Financial Planning first reported a position in Bank of America in Q4 2013 and has held it in 11 quarters since.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.