Kestra Investment Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1962449
AUSTIN, TX
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,036,466
+$294,053 QoQ
Shares Held
18,190
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,903
of 3,594 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $12,746,968 across 4 Banks - Diversified names. BAC ranks #2 (8.1% of the industry book) .
All Filings in BAC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,466 | 18,190 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $742,413 | 15,229 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $853,655 | 15,521 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $721,331 | 13,982 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $663,899 | 14,030 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $585,471 | 14,030 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $708,298 | 16,116 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,069,217 | 26,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $784,859 | 19,735 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||