Keystone Financial Planning, Inc. / BAC
Keystone Financial Planning, Inc.’s Bank America Corp Position
Does Keystone Financial Planning, Inc. own Bank America Corp (BAC)? Yes — 244.9K shares worth $12M (+3.28% of its 13F portfolio) as of Q1 2026, up from 243.6K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
244.9K
% of Portfolio
+3.28%
Quarters Held
24
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 244.9K | $12M | +3.28% |
| Q4 2025 | 243.6K | $10M | +2.90% |
| Q3 2025 | 250.4K | $11M | +3.21% |
| Q2 2025 | 251.7K | $11M | +3.30% |
| Q1 2025 | 252.8K | $11M | +3.41% |
| Q4 2024 | 250.6K | $10M | +3.12% |
| Q3 2024 | 249.9K | $11M | +3.39% |
| Q2 2024 | 248.8K | $10M | +3.39% |
| Q1 2024 | 248.0K | $10M | +3.37% |
| Q4 2023 | 248.9K | $9M | +3.10% |
| Q3 2023 | 248.9K | $8M | +2.82% |
| Q2 2023 | 236.3K | $9M | +2.94% |
| Q1 2023 | 230.1K | $9M | +3.04% |
| Q4 2022 | 226.4K | $9M | +3.01% |
| Q3 2022 | 208.2K | $8M | +3.04% |
| Q2 2022 | 188.8K | $10M | +3.37% |
| Q1 2022 | 177.2K | $9M | +3.02% |
| Q4 2021 | 172.3K | $9M | +3.05% |
| Q3 2021 | 151.8K | $8M | +2.98% |
| Q2 2021 | 144.4K | $8M | +2.93% |
| Q1 2021 | 140.0K | $8M | +3.04% |
| Q4 2020 | 137.2K | $8M | +3.34% |
| Q3 2020 | 132.4K | $8M | +3.81% |
| Q2 2020 | 120.6K | $7M | +3.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keystone Financial Planning, Inc.’s full portfolio or all institutional holders of BAC.