Skip to main content

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

BAC holding history

Bank of America Corp in every 13F filed by Raffa Wealth Management, 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)
979
Value
$55.8K
% of portfolio
<0.1%
Quarters held
50
Since Q4 2013
Holdings of BAC by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026979$55.8K<0.1%+2+0.2%AddedHolders
Q1 2026977$47.6K<0.1%+137+16.3%AddedHolders
Q4 2025840$46.2K<0.1%+95+12.8%AddedHolders
Q3 2025745$38.4K<0.1%+120+19.2%AddedHolders
Q2 2025625$29.6K<0.1%−119−16.0%ReducedHolders
Q1 2025744$31.0K<0.1%−424−36.3%ReducedHolders
Q4 20241,168$51.3K<0.1%+389+49.9%AddedHolders
Q3 2024779$30.9K<0.1%−150−16.1%ReducedHolders
Q2 2024929$36.9K<0.1%+150+19.3%AddedHolders
Q1 2024779$29.5K<0.1%−507−39.4%ReducedHolders
Q4 20231,286$43.3K<0.1%00.0%UnchangedHolders
Q3 20231,286$35.2K<0.1%00.0%UnchangedHolders
Q2 20231,286$36.9K<0.1%00.0%UnchangedHolders
Q1 20231,286$36.8K<0.1%+75+6.2%AddedHolders
Q4 20221,211$40.1K<0.1%+26+2.2%AddedHolders
Q3 20221,185$35.8K<0.1%−103−8.0%ReducedHolders
Q2 20221,288$40.1K<0.1%00.0%UnchangedHolders
Q1 20221,288$53.1K<0.1%00.0%UnchangedHolders
Q4 20211,288$57.3K<0.1%−89−6.5%ReducedHolders
Q3 20211,377$58.5K<0.1%00.0%UnchangedHolders
Q2 20211,377$56.8K<0.1%00.0%UnchangedHolders
Q1 20211,377$53.3K<0.1%+121+9.6%AddedHolders
Q4 20201,256$38.1K<0.1%−20−1.6%Reduced–
Q3 20201,276$30.7K<0.1%+11+0.9%Added–
Q2 20201,265$30.0K<0.1%−198−13.5%Reduced–
Q1 20201,463$31.1K<0.1%−67−4.4%Reduced–
Q4 20191,530$53.9K<0.1%00.0%Unchanged–
Q3 20191,530$44.6K<0.1%+1,530New–
Q2 20190$00.0%−844−100.0%Sold out–
Q1 2019844$23.3K<0.1%−865−50.6%Reduced–
Q4 20181,709$42.1K<0.1%+865+102.5%Added–
Q3 2018844$24.9K<0.1%00.0%Unchanged–
Q2 2018844$23.8K<0.1%00.0%Unchanged–
Q1 2018844$25.3K<0.1%+676+402.4%Added–
Q4 2017168$4.96K<0.1%+63+60.0%Added–
Q3 2017105$2.66K<0.1%00.0%Unchanged–
Q2 2017105$2.55K<0.1%00.0%Unchanged–
Q1 2017105$2.48K<0.1%−220−67.7%Reduced–
Q4 2016325$7.18K<0.1%00.0%Unchanged–
Q3 2016325$5.09K<0.1%00.0%Unchanged–
Q2 2016325$4.31K<0.1%−5,000−93.9%Reduced–
Q1 20165,325$72.0K<0.1%00.0%Unchanged–
Q4 20155,325$89.6K0.1%00.0%Unchanged–
Q3 20155,325$83.0K<0.1%00.0%Unchanged–
Q2 20155,325$90.6K0.1%+5,000+1,538.5%Added–
Q1 2015325$5.00K<0.1%−742−69.5%Reduced–
Q4 20141,067$19.1K<0.1%00.0%Unchanged–
Q3 20141,067$18.2K<0.1%−1,732−61.9%Reduced–
Q2 20142,799$43.0K<0.1%+2,694+2,565.7%Added–
Q1 2014105$1.81K<0.1%−962−90.2%Reduced–
Q4 20131,067$19.1K<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.