Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,405,011
+$386,128 QoQ
Shares Held
42,208
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,352
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. BAC ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,143 | $6,266,078 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
42,208 | $2,405,011 | |
| 3 | C |
Citigroup Inc
|
7,737 | $1,082,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,550 | $954,492 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,553 | $803,019 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,968 | $377,317 | |
| 7 | UBS |
UBS Group AG
|
6,613 | $327,740 | |
| 8 | RY |
Royal Bank Of Canada
|
1,467 | $303,624 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,405,011 | 42,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,018,883 | 41,413 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $2,681,690 | 48,758 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,308,033 | 44,738 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $2,067,221 | 43,686 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,658,809 | 39,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,594,154 | 36,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,213,811 | 30,590 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,200,179 | 30,178 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $730,870 | 19,274 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $665,925 | 19,778 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $506,365 | 18,494 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $557,991 | 19,449 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $525,896 | 18,388 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $659,584 | 19,915 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $605,661 | 20,055 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $614,475 | 19,739 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $743,691 | 18,042 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $775,772 | 17,437 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $675,888 | 15,922 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $647,146 | 15,696 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $593,040 | 15,328 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $610,928 | 20,156 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $584,037 | 24,244 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $377,815 | 15,908 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $278,792 | 13,132 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||