Key Financial Inc

SEC CIK: 0001801720
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BAC holding history

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

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 12,264
Value: $698.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Key Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,264	$698.8K	0.1%	−6,606−35.0%	Reduced	Holders
Q1 2026	18,870	$919.9K	0.2%	+90.0%	Added	Holders
Q4 2025	18,861	$1.04M	0.2%	−86−0.5%	Reduced	Holders
Q3 2025	18,947	$960.2K	0.2%	−2,240−10.6%	Reduced	Holders
Q2 2025	21,187	$1.00M	0.2%	−532−2.4%	Reduced	Holders
Q1 2025	21,719	$906.3K	0.2%	−1,485−6.4%	Reduced	Holders
Q4 2024	23,204	$1.02M	0.2%	−730−3.1%	Reduced	Holders
Q3 2024	23,934	$949.7K	0.2%	+99+0.4%	Added	Holders
Q2 2024	23,835	$947.9K	0.2%	00.0%	Unchanged	Holders
Q1 2024	23,835	$903.8K	0.2%	00.0%	Unchanged	Holders
Q4 2023	23,835	$802.5K	0.2%	+7,325+44.4%	Added	Holders
Q3 2023	16,510	$452.0K	0.2%	−642−3.7%	Reduced	Holders
Q2 2023	17,152	$492.1K	0.2%	−108−0.6%	Reduced	Holders
Q1 2023	17,260	$493.6K	0.2%	−1,691−8.9%	Reduced	Holders
Q4 2022	18,951	$572.3K	0.3%	00.0%	Unchanged	Holders
Q3 2022	18,951	$572.0K	0.3%	+1,935+11.4%	Added	Holders
Q2 2022	17,016	$537.0K	0.3%	−907−5.1%	Reduced	Holders
Q1 2022	17,923	$739.0K	0.4%	+3,480+24.1%	Added	Holders
Q4 2021	14,443	$643.0K	0.3%	00.0%	Unchanged	Holders
Q3 2021	14,443	$613.0K	0.3%	00.0%	Unchanged	Holders
Q2 2021	14,443	$554.0K	0.3%	+350+2.5%	Added	Holders
Q1 2021	14,093	$545.0K	0.4%	–	–	Holders

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