Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Burney Co, 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): 13,410
Value: $764.1K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,410	$764.1K	<0.1%	+1,687+14.4%	Added	Holders
Q1 2026	11,723	$571.5K	<0.1%	−22,092−65.3%	Reduced	Holders
Q4 2025	33,815	$1.86M	0.1%	+3,181+10.4%	Added	Holders
Q3 2025	30,634	$1.58M	0.1%	−755−2.4%	Reduced	Holders
Q2 2025	31,389	$1.49M	0.1%	−5,336−14.5%	Reduced	Holders
Q1 2025	36,725	$1.53M	0.1%	−8,874−19.5%	Reduced	Holders
Q4 2024	45,599	$2.00M	0.1%	−513−1.1%	Reduced	Holders
Q3 2024	46,112	$1.83M	0.1%	−480−1.0%	Reduced	Holders
Q2 2024	46,592	$1.85M	0.1%	−300−0.6%	Reduced	Holders
Q1 2024	46,892	$1.78M	0.1%	−510−1.1%	Reduced	Holders
Q4 2023	47,402	$1.60M	0.1%	−190.0%	Reduced	Holders
Q3 2023	47,421	$1.30M	0.1%	+10,129+27.2%	Added	Holders
Q2 2023	37,292	$1.07M	<0.1%	−512−1.4%	Reduced	Holders
Q1 2023	37,804	$1.08M	0.1%	−2,804−6.9%	Reduced	Holders
Q4 2022	40,608	$1.34M	0.1%	−1,400−3.3%	Reduced	Holders
Q3 2022	42,008	$1.27M	0.1%	−1,677−3.8%	Reduced	Holders
Q2 2022	43,685	$1.36M	0.1%	−658−1.5%	Reduced	Holders
Q1 2022	44,343	$1.83M	0.1%	−4,389−9.0%	Reduced	Holders
Q4 2021	48,732	$2.17M	0.1%	−941−1.9%	Reduced	Holders
Q3 2021	49,673	$2.11M	0.1%	−545−1.1%	Reduced	Holders
Q2 2021	50,218	$2.07M	0.1%	−675−1.3%	Reduced	Holders
Q1 2021	50,893	$1.97M	0.1%	–	–	Holders

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