Keyvantage Wealth
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Keyvantage Wealth’s Bank of America BAC Stock Holding History

Keyvantage Wealth’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 		$216K Buy
+3,976
New +$242K 0.08% 91

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Keyvantage Wealth's BAC Position: Q3 2026 in Review

Keyvantage Wealth opened a new position in Bank of America (BAC) in Q3 2026: 3,976 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings.

3,118 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Keyvantage Wealth held 3,976 shares of Bank of America worth $216K as of Q3 2026.
  • Bank of America was a new Keyvantage Wealth position in Q3 2026.
  • Bank of America made up 0.08% of Keyvantage Wealth's portfolio in Q3 2026, its #91 holding.
  • 3,118 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Keyvantage Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.