KPP Advisory Services’s Bank of America BAC Stock Holding History

KPP Advisory Services’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	$2.5M	Sell	43,806 -1,379	-3%	-$73.3K	0.32%	75
2026 Q1	$2.2M	Buy	45,185 +2,202	+5%	+$114K	0.32%	73
2025 Q4	$2.36M	Sell	42,983 -956	-2%	-$50.5K	0.34%	70
2025 Q3	$2.27M	Buy	43,939 +689	+2%	+$33.6K	0.34%	66
2025 Q2	$2.05M	Buy	43,250 +71	+0.2%	+$2.99K	0.34%	66
2025 Q1	$1.8M	Buy	43,179 +13,300	+45%	+$593K	0.34%	71
2024 Q4	$1.31M	Buy	29,879 +450	+2%	+$19.8K	0.31%	77
2024 Q3	$1.17M	Sell	29,429 -688	-2%	-$27.6K	0.28%	78
2024 Q2	$1.2M	Buy	30,117 +2,672	+10%	+$102K	0.32%	69
2024 Q1	$1.04M	Buy	27,445 +2,598	+10%	+$89.2K	0.29%	76
2023 Q4	$837K	Sell	24,847 -2,445	-9%	-$71.2K	0.74%	33
2023 Q3	$747K	Buy	+27,292	New	+$807K	0.25%	78

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

KPP Advisory Services's BAC Position: Q2 2026 in Review

KPP Advisory Services reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $73.3K and leaving 43,806 shares worth $2.5M. The position accounts for 0.32% of the portfolio, ranked #75.

KPP Advisory Services first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

KPP Advisory Services held 43,806 shares of Bank of America worth $2.5M as of Q2 2026.
KPP Advisory Services sold 1,379 Bank of America shares in Q2 2026, an estimated $73.3K.
Bank of America made up 0.32% of KPP Advisory Services's portfolio in Q2 2026, its #75 holding.
KPP Advisory Services first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.