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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

BAC holding history

Bank of America Corp in every 13F filed by Avidian Wealth Solutions, LLC, 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)
96,320
Value
$5.49M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BAC by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,320$5.49M0.2%+4,540+4.9%AddedHolders
Q1 202691,780$4.47M0.1%+57,572+168.3%AddedHolders
Q4 202534,208$1.88M0.1%+4,365+14.6%AddedHolders
Q3 202529,843$1.54M0.1%+1,460+5.1%AddedHolders
Q2 202528,383$1.34M0.1%−3,358−10.6%ReducedHolders
Q1 202531,741$1.32M0.1%+248+0.8%AddedHolders
Q4 202431,493$1.38M0.1%+949+3.1%AddedHolders
Q3 202430,544$1.21M0.1%+924+3.1%AddedHolders
Q2 202429,620$1.18M0.1%+3,756+14.5%AddedHolders
Q1 202425,864$980.8K0.1%+5,106+24.6%AddedHolders
Q4 202320,758$698.9K<0.1%−120−0.6%ReducedHolders
Q3 202320,878$571.6K<0.1%−5,101−19.6%ReducedHolders
Q2 202325,979$745.3K<0.1%+2,753+11.9%AddedHolders
Q1 202323,226$664.2K<0.1%+1,131+5.1%AddedHolders
Q4 202222,095$731.8K<0.1%+377+1.7%AddedHolders
Q3 202221,718$656.0K<0.1%+2,958+15.8%AddedHolders
Q2 202218,760$584.0K<0.1%−67−0.4%ReducedHolders
Q1 202218,827$776.0K<0.1%+252+1.4%AddedHolders
Q4 202118,575$826.0K0.1%+2,083+12.6%AddedHolders
Q3 202116,492$700.0K0.1%+723+4.6%AddedHolders
Q2 202115,769$650.0K0.1%+1,542+10.8%AddedHolders
Q1 202114,227$550.0K<0.1%––Holders

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