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KMG Fiduciary Partners’s Bank of America BAC Stock Holding History

KMG Fiduciary Partners’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 		$772K Sell
13,540
-380
-3% -$20.2K 0.07% 135
2026
Q1 		$679K Sell
13,920
-3
-0% -$155 0.05% 185
2025
Q4 		$766K Buy
13,923
+63
+0.5% +$3.33K 0.05% 177
2025
Q3 		$715K Buy
13,860
+2
+0% +$98 0.05% 211
2025
Q2 		$656K Sell
13,858
-668
-5% -$28.1K 0.05% 209
2025
Q1 		$606K Sell
14,526
-56
-0.4% -$2.5K 0.05% 211
2024
Q4 		$641K Sell
14,582
-91
-0.6% -$4K 0.05% 203
2024
Q3 		$582K Buy
14,673
+82
+0.6% +$3.29K 0.05% 203
2024
Q2 		$580K Buy
14,591
+3
+0% +$115 0.06% 178
2024
Q1 		$553K Sell
14,588
-4,089
-22% -$140K 0.06% 174
2023
Q4 		$629K Buy
18,677
+1,412
+8% +$41.1K 0.07% 169
2023
Q3 		$473K Sell
17,265
-205
-1% -$6.07K 0.06% 171
2023
Q2 		$501K Buy
17,470
+3,683
+27% +$105K 0.06% 172
2023
Q1 		$394K Buy
13,787
+1,034
+8% +$34.1K 0.06% 187
2022
Q4 		$422K Sell
12,753
-770
-6% -$26.5K 0.07% 173
2022
Q3 		$408K Buy
13,523
+1,678
+14% +$56.1K 0.08% 149
2022
Q2 		$369K Buy
11,845
+18
+0.2% +$648 0.07% 157
2022
Q1 		$488K Sell
11,827
-967
-8% -$43.6K 0.08% 148
2021
Q4 		$569K Sell
12,794
-6,226
-33% -$284K 0.09% 129
2021
Q3 		$807K Buy
19,020
+1,354
+8% +$54.5K 0.14% 113
2021
Q2 		$728K Buy
17,666
+1,603
+10% +$65.7K 0.13% 117
2021
Q1 		$621K Buy
16,063
+3,524
+28% +$122K 0.12% 119
2020
Q4 		$379K Buy
12,539
+1,820
+17% +$48.8K 0.08% 133
2020
Q3 		$258K Buy
+10,719
New +$267K 0.06% 131
2020
Q1 		– Sell
-9,181
Closed -$323K – 131
2019
Q4 		$323K Hold
9,181
– – 0.1% 106
2019
Q3 		$268K Sell
9,181
-350
-4% -$10.1K 0.09% 99
2019
Q2 		$276K Buy
9,531
+110
+1% +$3.17K 0.1% 93
2019
Q1 		$260K Buy
9,421
+178
+2% +$5.03K 0.1% 97
2018
Q4 		$228K Buy
+9,243
New +$251K 0.1% 92

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

KMG Fiduciary Partners's BAC Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Bank of America (BAC) stake by 2.7% in Q2 2026, selling an estimated $20.2K and leaving 13,540 shares worth $772K. The position accounts for 0.07% of the portfolio, ranked #135.

KMG Fiduciary Partners first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. The position peaked at $807K in Q3 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • KMG Fiduciary Partners held 13,540 shares of Bank of America worth $772K as of Q2 2026.
  • KMG Fiduciary Partners sold 380 Bank of America shares in Q2 2026, an estimated $20.2K.
  • Bank of America made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #135 holding.
  • KMG Fiduciary Partners first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • KMG Fiduciary Partners's Bank of America position peaked at $807K in Q3 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.