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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
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

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KFA Private Wealth Group's BAC Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Bank of America (BAC) stake by 12% in Q2 2026, selling an estimated $36.9K and leaving 4,941 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #125.

KFA Private Wealth Group first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • KFA Private Wealth Group held 4,941 shares of Bank of America worth $282K as of Q2 2026.
  • KFA Private Wealth Group sold 694 Bank of America shares in Q2 2026, an estimated $36.9K.
  • Bank of America made up 0.07% of KFA Private Wealth Group's portfolio in Q2 2026, its #125 holding.
  • KFA Private Wealth Group first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Bank of America position peaked at $287K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.