Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Gradient Investments 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): 707,836
Value: $40.3M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	707,836	$40.3M	0.6%	+11,855+1.7%	Added	Holders
Q1 2026	695,981	$33.9M	0.5%	+9,839+1.4%	Added	Holders
Q4 2025	686,142	$37.7M	0.6%	+2,108+0.3%	Added	Holders
Q3 2025	684,034	$35.3M	0.6%	+10,533+1.6%	Added	Holders
Q2 2025	673,501	$31.9M	0.6%	−22,915−3.3%	Reduced	Holders
Q1 2025	696,416	$29.1M	0.6%	+50,296+7.8%	Added	Holders
Q4 2024	646,120	$28.4M	0.6%	−938−0.1%	Reduced	Holders
Q3 2024	647,058	$25.7M	0.5%	−151,448−19.0%	Reduced	Holders
Q2 2024	798,506	$31.8M	0.7%	−35,724−4.3%	Reduced	Holders
Q1 2024	834,230	$31.6M	0.7%	−26,358−3.1%	Reduced	Holders
Q4 2023	860,588	$29.0M	0.7%	−93,548−9.8%	Reduced	Holders
Q3 2023	954,136	$26.1M	0.7%	+19,069+2.0%	Added	Holders
Q2 2023	935,067	$26.8M	0.7%	+120,221+14.8%	Added	Holders
Q1 2023	814,846	$23.3M	0.6%	+98,421+13.7%	Added	Holders
Q4 2022	716,425	$23.7M	0.7%	−48,057−6.3%	Reduced	Holders
Q3 2022	764,482	$23.1M	0.7%	−148,440−16.3%	Reduced	Holders
Q2 2022	912,922	$28.4M	0.8%	+352,773+63.0%	Added	Holders
Q1 2022	560,149	$23.1M	0.6%	+40,672+7.8%	Added	Holders
Q4 2021	519,477	$23.1M	0.6%	+130,321+33.5%	Added	Holders
Q3 2021	389,156	$16.5M	0.5%	+26,063+7.2%	Added	Holders
Q2 2021	363,093	$15.0M	0.4%	+17,409+5.0%	Added	Holders
Q1 2021	345,684	$13.4M	0.4%	–	–	Holders

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