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Capital Advantage, Inc.

SEC CIK
0001628896
Latest filing
Jul 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by Capital Advantage, Inc., 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)
6,358
Value
$362.3K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of BAC by Capital Advantage, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,358$362.3K<0.1%−64−1.0%ReducedHolders
Q1 20266,422$313.1K<0.1%00.0%UnchangedHolders
Q4 20256,422$353.2K<0.1%+238+3.8%AddedHolders
Q3 20256,184$319.0K<0.1%00.0%UnchangedHolders
Q2 20256,184$292.6K<0.1%+146+2.4%AddedHolders
Q1 20256,038$265.4K<0.1%00.0%UnchangedHolders
Q4 20246,038$265.4K<0.1%+6,038NewHolders
Q2 20210$00.0%−5,544−100.0%Sold outHolders
Q1 20215,544$215.0K0.1%––Holders

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