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Keystone Financial Services (Colorado)’s Bank of America BAC Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		– Sell
-12,456
Closed -$685K – 123
2025
Q4 		$685K Sell
12,456
-132
-1% -$6.98K 0.21% 58
2025
Q3 		$649K Buy
12,588
+755
+6% +$36.8K 0.2% 57
2025
Q2 		$560K Buy
11,833
+357
+3% +$15K 0.19% 60
2025
Q1 		$479K Buy
11,476
+148
+1% +$6.59K 0.18% 62
2024
Q4 		$498K Buy
11,328
+356
+3% +$15.7K 0.19% 56
2024
Q3 		$435K Buy
10,972
+757
+7% +$30.3K 0.17% 58
2024
Q2 		$406K Buy
10,215
+773
+8% +$29.6K 0.17% 59
2024
Q1 		$358K Buy
9,442
+4
+0% +$137 0.16% 63
2023
Q4 		$318K Sell
9,438
-258
-3% -$7.51K 0.15% 61
2023
Q3 		$265K Sell
9,696
-461
-5% -$13.6K 0.14% 62
2023
Q2 		$291K Buy
10,157
+33
+0.3% +$942 0.15% 60
2023
Q1 		$290K Buy
+10,124
New +$334K 0.16% 60

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Services (Colorado)'s BAC Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Bank of America (BAC) in Q1 2026, closing a stake of 12,456 shares — an estimated $685K sold.

Keystone Financial Services (Colorado) first reported a position in BAC in Q1 2023 and held it in 12 quarters. The position peaked at $685K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Keystone Financial Services (Colorado) reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 12,456 Bank of America shares in Q1 2026, an estimated $685K.
  • Keystone Financial Services (Colorado) first reported a position in Bank of America in Q1 2023 and held it in 12 quarters.
  • Keystone Financial Services (Colorado)'s Bank of America position peaked at $685K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.