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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Plancorp, 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)
101,568
Value
$6.04M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,568$6.04M0.1%+6,010+6.3%AddedHolders
Q1 202695,558$5.02M0.1%−114−0.1%ReducedHolders
Q4 202595,672$5.26M0.2%−872−0.9%ReducedHolders
Q3 202596,544$4.98M0.2%−7,278−7.0%ReducedHolders
Q2 2025103,822$4.91M0.2%+246+0.2%AddedHolders
Q1 2025103,576$4.32M0.2%+5,696+5.8%AddedHolders
Q4 202497,880$4.30M0.2%+59+0.1%AddedHolders
Q3 202497,821$3.88M0.2%−522−0.5%ReducedHolders
Q2 202498,343$3.91M0.2%+1,270+1.3%AddedHolders
Q1 202497,073$3.68M0.2%+3,256+3.5%AddedHolders
Q4 202393,817$3.16M0.2%−994−1.0%ReducedHolders
Q3 202394,811$2.60M0.1%+3,211+3.5%AddedHolders
Q2 202391,600$2.63M0.1%−10,197−10.0%ReducedHolders
Q1 2023101,797$2.91M0.2%+9,293+10.0%AddedHolders
Q4 202292,504$3.06M0.2%−380−0.4%ReducedHolders
Q3 202292,884$2.81M0.2%−4,019−4.1%ReducedHolders
Q2 202296,903$3.02M0.2%+1,489+1.6%AddedHolders
Q1 202295,414$3.93M0.3%−652−0.7%ReducedHolders
Q4 202196,066$4.27M0.3%+1,705+1.8%AddedHolders
Q3 202194,361$4.01M0.3%+2,558+2.8%AddedHolders
Q2 202191,803$3.79M0.3%−292−0.3%ReducedHolders
Q1 202192,095$3.56M0.8%––Holders

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