SEC 13F Intelligence

Keynote Financial Services LLC / BAC

Keynote Financial Services LLC’s Bank America Corp Position

Does Keynote Financial Services LLC own Bank America Corp (BAC)? Yes — 77.5K shares worth $4M (+2.05% of its 13F portfolio) as of Q1 2026, up from 71.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
77.5K
% of Portfolio
+2.05%
Quarters Held
8
currently held

Position History BAC

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.5K$4M+2.05%
Q4 202571.9K$3M+1.83%
Q3 202568.4K$3M+1.92%
Q2 202567.8K$3M+2.04%
Q1 202568.7K$3M+2.16%
Q4 202461.5K$3M+1.96%
Q3 202455.6K$2M+1.81%
Q2 202456.5K$2M+1.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keynote Financial Services LLC’s full portfolio or all institutional holders of BAC.