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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

BAC holding history

Bank of America Corp in every 13F filed by BIP Wealth, 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)
36,416
Value
$2.07M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of BAC by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,416$2.07M0.1%+4,441+13.9%AddedHolders
Q1 202631,975$1.56M0.1%−2,228−6.5%ReducedHolders
Q4 202534,203$1.88M0.1%+10,751+45.8%AddedHolders
Q3 202523,452$1.21M0.1%+2,865+13.9%AddedHolders
Q2 202520,587$974.2K0.1%−904−4.2%ReducedHolders
Q1 202521,491$896.8K0.1%−892−4.0%ReducedHolders
Q4 202422,383$983.8K0.1%+3,536+18.8%AddedHolders
Q3 202418,847$747.8K0.1%+74+0.4%AddedHolders
Q2 202418,773$746.6K0.1%+694+3.8%AddedHolders
Q1 202418,079$685.6K0.1%+128+0.7%AddedHolders
Q4 202317,951$604.4K<0.1%−850−4.5%ReducedHolders
Q3 202318,801$514.8K<0.1%+2,034+12.1%AddedHolders
Q2 202316,767$481.0K<0.1%−1,988−10.6%ReducedHolders
Q1 202318,755$536.4K0.1%–No prior filingHolders