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Livermore
Livermore
ZHEN

IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by IMA Wealth, Inc., 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)
34,489
Value
$1.97M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,489$1.97M0.1%+3,126+10.0%AddedHolders
Q1 202631,363$1.53M0.1%−3,567−10.2%ReducedHolders
Q4 202534,930$1.92M0.2%−3,498−9.1%ReducedHolders
Q3 202538,428$1.98M0.2%00.0%UnchangedHolders
Q2 202538,428$1.82M0.2%+180.0%AddedHolders
Q1 202538,410$1.60M0.2%00.0%UnchangedHolders
Q4 202438,410$1.69M0.2%+10.0%AddedHolders
Q3 202438,409$1.52M0.3%+95+0.2%AddedHolders
Q2 202438,314$1.52M0.7%00.0%UnchangedHolders
Q1 202438,314$1.45M0.7%+38,314NewHolders
Q4 20230$00.0%−41,680−100.0%Sold outHolders
Q3 202341,680$1.14M0.3%00.0%UnchangedHolders
Q2 202341,680$1.20M0.3%−206−0.5%ReducedHolders
Q1 202341,886$1.20M0.3%−320,370−88.4%ReducedHolders
Q4 2022362,256$12.0M3.2%00.0%UnchangedHolders
Q3 2022362,256$10.9M2.9%−15,307−4.1%ReducedHolders
Q2 2022377,563$11.8M2.9%−555−0.1%ReducedHolders
Q1 2022378,118$15.6M3.6%−6,392−1.7%ReducedHolders
Q4 2021384,510$17.1M3.8%−1,142−0.3%ReducedHolders
Q3 2021385,652$16.4M3.9%−720−0.2%ReducedHolders
Q2 2021386,372$15.9M3.7%00.0%UnchangedHolders
Q1 2021386,372$14.9M3.7%––Holders

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