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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

BAC holding history

Bank of America Corp in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
26,510
Value
$1.51M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,510$1.51M0.1%−662−2.4%ReducedHolders
Q1 202627,172$1.34M0.1%+640+2.4%AddedHolders
Q4 202526,532$1.46M0.1%+22,532+563.3%AddedHolders
Q3 20254,000$215.6K<0.1%−24,410−85.9%ReducedHolders
Q2 202528,410$1.34M0.1%+152+0.5%AddedHolders
Q1 202528,258$1.18M0.1%−1,284−4.3%ReducedHolders
Q4 202429,542$1.30M0.1%−735−2.4%ReducedHolders
Q3 202430,277$1.20M0.2%+1,173+4.0%AddedHolders
Q2 202429,104$1.16M0.4%−1,347−4.4%ReducedHolders
Q1 202430,451$1.15M0.2%+2,784+10.1%AddedHolders
Q4 202327,667$931.5K0.2%−669−2.4%ReducedHolders
Q3 202328,336$775.8K0.1%+1,004+3.7%AddedHolders
Q2 202327,332$784.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202226,997$894.2K0.2%+31+0.1%AddedHolders
Q3 202226,966$814.0K0.2%+477+1.8%AddedHolders
Q2 202226,489$825.0K0.2%−20.0%ReducedHolders
Q1 202226,491$1.09M0.2%−290−1.1%ReducedHolders
Q4 202126,781$1.19M0.2%+36+0.1%AddedHolders
Q3 202126,745$1.14M0.2%+69+0.3%AddedHolders
Q2 202126,676$1.10M0.2%−100.0%ReducedHolders
Q1 202126,686$1.03M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.