KFA Private Wealth Group’s Bank of America BAC Stock Holding History

KFA Private Wealth Group’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	$272K	Buy	5,000 +59	+1%	+$3.59K	0.06%	128
2026 Q2	$282K	Sell	4,941 -694	-12%	-$36.9K	0.07%	125
2026 Q1	$275K	Buy	5,635 +410	+8%	+$21.2K	0.07%	134
2025 Q4	$287K	Buy	5,225 +425	+9%	+$22.5K	0.07%	127
2025 Q3	$248K	Buy	4,800 +23	+0.5%	+$1.12K	0.07%	123
2025 Q2	$226K	Buy	+4,777	New	+$201K	0.07%	124

Other funds holding BAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFA Private Wealth Group's BAC Position: Q3 2026 in Review

KFA Private Wealth Group increased its Bank of America (BAC) stake by 1.2% in Q3 2026, buying an estimated $3.59K and bringing the position to 5,000 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #128.

KFA Private Wealth Group first reported a position in BAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

KFA Private Wealth Group held 5,000 shares of Bank of America worth $272K as of Q3 2026.
KFA Private Wealth Group bought 59 Bank of America shares in Q3 2026, an estimated $3.59K.
Bank of America made up 0.06% of KFA Private Wealth Group's portfolio in Q3 2026, its #128 holding.
KFA Private Wealth Group first reported a position in Bank of America in Q2 2025 and has held it in 6 quarters since.
KFA Private Wealth Group's Bank of America position peaked at $287K in Q4 2025.
186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.