Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Sowell Financial Services 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 Q2 2026 holdings

Shares (Q2 2026): 226,850
Value: $12.9M
% of portfolio: 0.4%
Quarters held: 20; Since Q1 2021

Holdings of BAC by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	226,850	$12.9M	0.4%	−11,547−4.8%	Reduced	Holders
Q1 2026	238,397	$11.6M	0.4%	+1,174+0.5%	Added	Holders
Q4 2025	237,223	$13.0M	0.5%	−1,993−0.8%	Reduced	Holders
Q3 2025	239,216	$12.3M	0.5%	−4,307−1.8%	Reduced	Holders
Q2 2025	243,523	$11.5M	0.5%	−1,210−0.5%	Reduced	Holders
Q1 2025	244,733	$10.2M	0.5%	−2,276−0.9%	Reduced	Holders
Q4 2024	247,009	$10.9M	0.6%	−3,922−1.6%	Reduced	Holders
Q3 2024	250,931	$9.96M	0.5%	−29,245−10.4%	Reduced	Holders
Q2 2024	280,176	$11.1M	0.5%	+8,577+3.2%	Added	Holders
Q1 2024	271,599	$10.3M	0.5%	−18,513−6.4%	Reduced	Holders
Q4 2023	290,112	$9.77M	0.5%	−4,804−1.6%	Reduced	Holders
Q3 2023	294,916	$8.07M	0.5%	−4,432−1.5%	Reduced	Holders
Q2 2023	299,348	$8.59M	0.5%	+47,099+18.7%	Added	Holders
Q1 2023	252,249	$7.21M	0.6%	−47,063−15.7%	Reduced	Holders
Q4 2022	299,312	$9.91M	0.6%	+299,312	New	Holders
Q2 2022	0	$0	0.0%	−65,107−100.0%	Sold out	Holders
Q1 2022	65,107	$2.42M	0.4%	−123,508−65.5%	Reduced	Holders
Q4 2021	188,615	$8.39M	0.5%	−65,241−25.7%	Reduced	Holders
Q3 2021	253,856	$10.8M	0.7%	+16,341+6.9%	Added	Holders
Q2 2021	237,515	$9.79M	0.6%	−158,085−40.0%	Reduced	Holders
Q1 2021	395,600	$16.6M	0.6%	–	–	Holders

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