BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by BKD Wealth Advisors, 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): 157,908
Value: $9.00M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BAC by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	157,908	$9.00M	0.2%	+4,130+2.7%	Added	Holders
Q1 2026	153,778	$7.50M	0.1%	−206−0.1%	Reduced	Holders
Q4 2025	153,984	$8.47M	0.2%	+5,122+3.4%	Added	Holders
Q3 2025	148,862	$7.68M	0.2%	−2,665−1.8%	Reduced	Holders
Q2 2025	151,527	$7.17M	0.2%	+1,883+1.3%	Added	Holders
Q1 2025	149,644	$6.24M	0.1%	+6,128+4.3%	Added	Holders
Q4 2024	143,516	$6.31M	0.1%	−1,575−1.1%	Reduced	Holders
Q3 2024	145,091	$5.76M	0.1%	+5,553+4.0%	Added	Holders
Q2 2024	139,538	$5.55M	0.1%	−5,559−3.8%	Reduced	Holders
Q1 2024	145,097	$5.50M	0.1%	+4,392+3.1%	Added	Holders
Q4 2023	140,705	$4.74M	0.1%	−5,170−3.5%	Reduced	Holders
Q3 2023	145,875	$3.99M	0.1%	−35,049−19.4%	Reduced	Holders
Q2 2023	180,924	$5.19M	0.2%	+51,429+39.7%	Added	Holders
Q1 2023	129,495	$3.70M	0.1%	+10,265+8.6%	Added	Holders
Q4 2022	119,230	$3.95M	0.1%	+1,006+0.9%	Added	Holders
Q3 2022	118,224	$3.57M	0.1%	+814+0.7%	Added	Holders
Q2 2022	117,410	$3.65M	0.1%	+16,862+16.8%	Added	Holders
Q1 2022	100,548	$4.14M	0.2%	+12,043+13.6%	Added	Holders
Q4 2021	88,505	$3.94M	0.2%	+159+0.2%	Added	Holders
Q3 2021	88,346	$3.75M	0.2%	−440.0%	Reduced	Holders
Q2 2021	88,390	$3.64M	0.2%	−5,931−6.3%	Reduced	Holders
Q1 2021	94,321	$3.65M	0.2%	–	–	Holders

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