Skip to main content
Livermore
Livermore
ZHEN

Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by Wharton Business Group, 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)
374,259
Value
$21.3M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of BAC by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026374,259$21.3M0.7%−3,985−1.1%ReducedHolders
Q1 2026378,244$18.4M0.7%−3,059−0.8%ReducedHolders
Q4 2025381,303$21.0M0.8%−6,875−1.8%ReducedHolders
Q3 2025388,178$20.0M0.9%−13,299−3.3%ReducedHolders
Q2 2025401,477$19.0M0.8%−690.0%ReducedHolders
Q1 2025401,546$16.8M0.8%+1780.0%AddedHolders
Q4 2024401,368$17.6M0.8%−18,489−4.4%ReducedHolders
Q3 2024419,857$16.7M0.7%+66,131+18.7%AddedHolders
Q2 2024353,726$14.1M0.7%−10,377−2.9%ReducedHolders
Q1 2024364,103$13.8M0.7%+162,796+80.9%AddedHolders
Q4 2023201,307$6.78M0.3%−150,578−42.8%ReducedHolders
Q3 2023351,885$9.63M0.5%+96,811+38.0%AddedHolders
Q2 2023255,074$7.32M0.5%+26,692+11.7%AddedHolders
Q1 2023228,382$6.53M0.4%+1110.0%AddedHolders
Q4 2022228,271$7.56M0.4%+1,712+0.8%AddedHolders
Q3 2022226,559$6.84M0.5%+5,749+2.6%AddedHolders
Q2 2022220,810$6.87M0.5%+25,736+13.2%AddedHolders
Q1 2022195,074$8.04M0.5%+3,351+1.7%AddedHolders
Q4 2021191,723$8.53M0.5%+191,723NewHolders
Q3 20210$00.0%−146,362−100.0%Sold outHolders
Q2 2021146,362$6.04M0.5%+15,426+11.8%AddedHolders
Q1 2021130,936$5.07M0.4%––Holders

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