KERR FINANCIAL PLANNING Corp BAC — BANK OF AMERICA CORP

Ownership history in KERR FINANCIAL PLANNING Corp  ·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported BANK OF AMERICA CORP (BAC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows BAC at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in BANK OF AMERICA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BAC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAC stock page KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,170 -72 -3.2% 0.14% $124K 2026-07-02 $58.73
2026 Q1 ADDED — — — 2,242 +1,414 +170.8% 0.15% $119K 2026-04-29 $52.61
2025 Q4 ADDED — — — 828 +2 +0.2% 0.06% $45K 2026-02-10 $54.79
2025 Q3 INITIATED — — — 826 — — 0.06% $43K 2025-11-25 $51.65

🏢 Other funds also holding BAC

As of 2026 Q2 — sorted by position size

Brick & Kyle, Associates 3Y 7Y 1.33% EASTERN BANK 3Y 7Y 1.33% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.91% First Financial Bank - Trust Division 3Y 7Y 0.82% Hilltop National Bank 0.33% BURKETT FINANCIAL SERVICES, LLC 0.3% Trust Co of the South 0.19% Versant Capital Management, Inc 3Y 7Y 0.17% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.17% Roxbury Financial LLC 0.12%

FAQ About KERR FINANCIAL PLANNING Corp and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning BAC?

KERR FINANCIAL PLANNING Corp reported BAC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BAC position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for BAC was 0.15% in 2026 Q1.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 2,170 shares, equal to 0.14% of portfolio, with an estimated market value of $124K.

What does the chart on this BAC ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly BAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KERR FINANCIAL PLANNING Corp time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, KERR FINANCIAL PLANNING Corp correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BAC relative to SPY over the holding period was +3.7%.

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