Litman Gregory Asset Management LLC

SEC CIK: 0001551867
Latest filing: Feb 12, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Litman Gregory Asset Management 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 Q4 2025 holdings

Shares (Q4 2025): 1,055
Value: $58.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2021

Holdings of BAC by Litman Gregory Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	1,055	$58.0K	<0.1%	+1,055	New	Holders
Q2 2021	0	$0	0.0%	−2,763−100.0%	Sold out	Holders
Q1 2021	2,763	$107.0K	<0.1%	–	–	Holders

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