Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Private Wealth Partners, LLC, 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): 11,565
Value: $659.0K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,565	$659.0K	<0.1%	+1,582+15.8%	Added	Holders
Q1 2026	9,983	$486.7K	<0.1%	−832−7.7%	Reduced	Holders
Q4 2025	10,815	$594.8K	<0.1%	+10.0%	Added	Holders
Q3 2025	10,814	$557.9K	<0.1%	−264−2.4%	Reduced	Holders
Q2 2025	11,078	$524.2K	<0.1%	+40.0%	Added	Holders
Q1 2025	11,074	$462.1K	<0.1%	+40.0%	Added	Holders
Q4 2024	11,070	$486.5K	<0.1%	−6,892−38.4%	Reduced	Holders
Q3 2024	17,962	$712.7K	0.1%	−2,000−10.0%	Reduced	Holders
Q2 2024	19,962	$793.9K	0.1%	00.0%	Unchanged	Holders
Q1 2024	19,962	$757.0K	0.1%	+6,752+51.1%	Added	Holders
Q4 2023	13,210	$444.8K	<0.1%	−300−2.2%	Reduced	Holders
Q3 2023	13,510	$369.9K	<0.1%	−51,253−79.1%	Reduced	Holders
Q2 2023	64,763	$1.86M	0.2%	−14,106−17.9%	Reduced	Holders
Q1 2023	78,869	$2.26M	0.2%	+5,433+7.4%	Added	Holders
Q4 2022	73,436	$2.43M	0.3%	−1,453−1.9%	Reduced	Holders
Q3 2022	74,889	$2.26M	0.3%	+1,000+1.4%	Added	Holders
Q2 2022	73,889	$2.30M	0.3%	−5,444−6.9%	Reduced	Holders
Q1 2022	79,333	$3.27M	0.3%	−2,909−3.5%	Reduced	Holders
Q4 2021	82,242	$3.66M	0.3%	−20,422−19.9%	Reduced	Holders
Q3 2021	102,664	$4.36M	0.4%	−900−0.9%	Reduced	Holders
Q2 2021	103,564	$4.27M	0.4%	+1,350+1.3%	Added	Holders
Q1 2021	102,214	$3.96M	0.4%	–	–	Holders

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