KKM Financial’s Bank of America BAC Stock Holding History

KKM Financial’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	$2.74M	Sell	44,482 -10,860	-20%	-$578K	0.38%	75
2026 Q1	$3.04M	Hold	55,342	–	–	0.54%	72
2025 Q4	$3.04M	Buy	55,342 +50,447	+1,031%	+$2.67M	0.54%	72
2025 Q3	$253K	Sell	4,895 -4,400	-47%	-$215K	0.08%	131
2025 Q2	$440K	Hold	9,295	–	–	0.15%	108
2025 Q1	$388K	Sell	9,295 -2,850	-23%	-$127K	0.16%	107
2024 Q4	$534K	Sell	12,145 -15,315	-56%	-$674K	0.22%	94
2024 Q3	$1.09M	Sell	27,460 -4,000	-13%	-$160K	0.54%	59
2024 Q2	$1.24M	Hold	31,460	–	–	0.59%	61
2024 Q1	$1.19M	Sell	31,460 -1,285	-4%	-$44.1K	0.58%	59
2023 Q4	$1.1M	Buy	+32,745	New	+$953K	0.69%	54

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KKM Financial's BAC Position: Q2 2026 in Review

KKM Financial reduced its Bank of America (BAC) stake by 20% in Q2 2026, selling an estimated $578K and leaving 44,482 shares worth $2.74M. The position accounts for 0.38% of the portfolio, ranked #75.

KKM Financial first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

KKM Financial held 44,482 shares of Bank of America worth $2.74M as of Q2 2026.
KKM Financial sold 10,860 Bank of America shares in Q2 2026, an estimated $578K.
Bank of America made up 0.38% of KKM Financial's portfolio in Q2 2026, its #75 holding.
KKM Financial first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
KKM Financial's Bank of America position peaked at $3.04M in Q1 2026.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.