KMG FIDUCIARY PARTNERS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1773205 TOLEDO, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$771,509

+$92,909 QoQ

Shares Held

13,540

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,135

of 3,594 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $37,513,541 across 3 Banks - Diversified names. BAC ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,464	$34,194,201
2	C	Citigroup Inc	18,204	$2,547,831
3	BAC	Bank Of America Corp /De/ This page	13,540	$771,509

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,509	13,540	-2.7%	Shares	Sole	2026-07-09
2026-03-31	$678,600	13,920	-0.0%	Shares	Sole	2026-04-13
2025-12-31	$765,765	13,923	+0.5%	Shares	Sole	2026-01-14
2025-09-30	$715,037	13,860	+0.0%	Shares	Sole	2025-10-10
2025-06-30	$655,760	13,858	-4.6%	Shares	Sole	2025-07-10
2025-03-31	$606,169	14,526	-0.4%	Shares	Sole	2025-04-14
2024-12-31	$640,878	14,582	-0.6%	Shares	Sole	2025-01-15
2024-09-30	$582,224	14,673	+0.6%	Shares	Sole	2024-10-17
2024-06-30	$580,284	14,591	+0.0%	Shares	Sole	2024-07-18
2024-03-31	$553,176	14,588	-21.9%	Shares	Sole	2024-04-10
2023-12-31	$628,854	18,677	+8.2%	Shares	Sole	2024-01-10
2023-09-30	$472,715	17,265	-1.2%	Shares	Sole	2023-10-25
2023-06-30	$501,214	17,470	+26.7%	Shares	Sole	2023-07-14
2023-03-31	$394,308	13,787	+8.1%	Shares	Sole	2023-04-13
2022-12-31	$422,379	12,753	-5.7%	Shares	Sole	2023-01-12
2022-09-30	$408,394	13,523	+14.2%	Shares	Sole	2022-10-27
2022-06-30	$368,734	11,845	+0.2%	Shares	Sole	2022-07-13
2022-03-31	$487,508	11,827	-7.6%	Shares	Sole	2022-04-19
2021-12-31	$569,205	12,794	-32.7%	Shares	Sole	2022-01-12
2021-09-30	$807,399	19,020	+7.7%	Shares	Sole	2021-10-12
2021-06-30	$728,369	17,666	+10.0%	Shares	Sole	2021-07-20
2021-03-31	$621,477	16,063	+28.1%	Shares	Sole	2021-04-08
2020-12-31	$380,057	12,539	+17.0%	Shares	Sole	2021-01-13
2020-09-30	$258,220	10,719	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.