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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

BAC holding history

Bank of America Corp in every 13F filed by Smith, Salley & Associates, 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)
162,266
Value
$9.25M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of BAC by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162,266$9.25M0.4%+5,362+3.4%AddedHolders
Q1 2026156,904$7.65M0.4%+8,273+5.6%AddedHolders
Q4 2025148,631$8.17M0.4%+7,088+5.0%AddedHolders
Q3 2025141,543$7.30M0.4%+16,169+12.9%AddedHolders
Q2 2025125,374$5.93M0.3%+3,228+2.6%AddedHolders
Q1 2025122,146$5.10M0.3%+3,086+2.6%AddedHolders
Q4 2024119,060$5.23M0.3%−1,126−0.9%ReducedHolders
Q3 2024120,186$4.77M0.3%+12,317+11.4%AddedHolders
Q2 2024107,869$4.29M0.3%+1,025+1.0%AddedHolders
Q1 2024106,844$4.05M0.3%−38,271−26.4%ReducedHolders
Q4 2023145,115$4.89M0.3%−16,802−10.4%ReducedHolders
Q3 2023161,917$4.43M0.3%−4,009−2.4%ReducedHolders
Q2 2023165,926$4.76M0.4%+91,988+124.4%AddedHolders
Q1 202373,938$2.11M0.2%+779+1.1%AddedHolders
Q4 202273,159$2.42M0.2%+1,511+2.1%AddedHolders
Q3 202271,648$2.16M0.2%+3,501+5.1%AddedHolders
Q2 202268,147$2.12M0.2%+1,691+2.5%AddedHolders
Q1 202266,456$2.74M0.2%+35,752+116.4%AddedHolders
Q4 202130,704$1.37M0.1%+1,190+4.0%AddedHolders
Q3 202129,514$1.25M0.1%−2,057−6.5%ReducedHolders
Q2 202131,571$1.30M0.1%+12,329+64.1%AddedHolders
Q1 202119,242$744.0K0.1%––Holders

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