KPP Advisory Services LLC

Position in BAC — Bank Of America Corp /De/

CIK 1989349 Louisville, KY

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,496,065

+$293,297 QoQ

Shares Held

43,806

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,331

of 3,595 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KPP Advisory Services LLC holds $11,791,220 across 5 Banks - Diversified names. BAC ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,441	$6,690,952
2	BAC	Bank Of America Corp /De/ This page	43,806	$2,496,065
3	C	Citigroup Inc	11,963	$1,674,341
4	WFC	Wells Fargo & Company/Mn	8,096	$669,053
5	BMO	Bank Of Montreal /Can/	1,476	$260,809

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,496,065	43,806	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$2,202,768	45,185	+5.1%	Shares	Sole	2026-04-24
2025-12-31	$2,364,065	42,983	-2.2%	Shares	Sole	2026-02-02
2025-09-30	$2,266,813	43,939	+1.6%	Shares	Sole	2025-11-03
2025-06-30	$2,046,590	43,250	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$1,801,859	43,179	+44.5%	Shares	Sole	2025-04-23
2024-12-31	$1,313,182	29,879	+1.5%	Shares	Sole	2025-01-24
2024-09-30	$1,167,742	29,429	-2.3%	Shares	Sole	2024-11-06
2024-06-30	$1,197,753	30,117	+9.7%	Shares	Sole	2024-08-27
2024-03-31	$1,040,714	27,445	+10.5%	Shares	Sole	2024-05-14
2023-12-31	$836,598	24,847	-9.0%	Shares	Sole	2024-02-14
2023-09-30	$747,254	27,292	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.