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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Destination Wealth Management, 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)
20,255
Value
$1.15M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BAC by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,255$1.15M<0.1%−180−0.9%ReducedHolders
Q1 202620,435$996.2K<0.1%+7,919+63.3%AddedHolders
Q4 202512,516$688.4K<0.1%−1,366−9.8%ReducedHolders
Q3 202513,882$716.2K<0.1%−1,770−11.3%ReducedHolders
Q2 202515,652$740.7K<0.1%+1,786+12.9%AddedHolders
Q1 202513,866$578.6K<0.1%−1,500−9.8%ReducedHolders
Q4 202415,366$675.3K<0.1%+3,922+34.3%AddedHolders
Q3 202411,444$454.1K<0.1%+4,202+58.0%AddedHolders
Q2 20247,242$288.0K<0.1%+503+7.5%AddedHolders
Q1 20246,739$255.5K<0.1%+6,739NewHolders
Q3 20230$00.0%−8,724−100.0%Sold outHolders
Q2 20238,724$250.3K<0.1%+494+6.0%AddedHolders
Q1 20238,230$235.4K<0.1%−1,154−12.3%ReducedHolders
Q4 20229,384$310.8K<0.1%−1,204−11.4%ReducedHolders
Q3 202210,588$320.0K<0.1%−8,180−43.6%ReducedHolders
Q2 202218,768$584.0K<0.1%−2,231−10.6%ReducedHolders
Q1 202220,999$866.0K<0.1%+8,077+62.5%AddedHolders
Q4 202112,922$575.0K<0.1%−797−5.8%ReducedHolders
Q3 202113,719$582.0K<0.1%−4,385−24.2%ReducedHolders
Q2 202118,104$746.0K<0.1%+3,482+23.8%AddedHolders
Q1 202114,622$566.0K<0.1%––Holders

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