Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$698,802
-$221,110 QoQ
Shares Held
12,264
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,210
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names. BAC ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,802 | 12,264 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $919,912 | 18,870 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,037,355 | 18,861 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $977,475 | 18,947 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,002,568 | 21,187 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $906,333 | 21,719 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,019,815 | 23,204 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $949,701 | 23,934 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $947,917 | 23,835 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $903,823 | 23,835 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $802,524 | 23,835 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $452,043 | 16,510 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $492,090 | 17,152 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $493,636 | 17,260 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $627,657 | 18,951 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $572,320 | 18,951 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $529,708 | 17,016 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $738,786 | 17,923 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $642,569 | 14,443 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $613,105 | 14,443 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $595,484 | 14,443 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $545,258 | 14,093 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $347,291 | 11,458 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $276,023 | 11,458 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $276,212 | 11,630 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $243,253 | 11,458 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||