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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

BAC holding history

Bank of America Corp in every 13F filed by River Wealth Advisors 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)
265,098
Value
$15.1M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of BAC by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265,098$15.1M1.6%+1,225+0.5%AddedHolders
Q1 2026263,873$12.9M1.5%+4,323+1.7%AddedHolders
Q4 2025259,550$14.3M1.6%+23,453+9.9%AddedHolders
Q3 2025236,097$12.2M1.4%+5,302+2.3%AddedHolders
Q2 2025230,795$10.9M1.4%+13,540+6.2%AddedHolders
Q1 2025217,255$9.07M1.3%+9,169+4.4%AddedHolders
Q4 2024208,086$9.15M1.2%+17,232+9.0%AddedHolders
Q3 2024190,854$7.57M1.0%+4,239+2.3%AddedHolders
Q2 2024186,615$7.42M1.1%+3,175+1.7%AddedHolders
Q1 2024183,440$6.96M1.0%+3,692+2.1%AddedHolders
Q4 2023179,748$6.05M1.0%+1,077+0.6%AddedHolders
Q3 2023178,671$4.89M0.9%+8,351+4.9%AddedHolders
Q2 2023170,320$4.89M0.8%+5,090+3.1%AddedHolders
Q1 2023165,230$4.73M0.9%+8,881+5.7%AddedHolders
Q4 2022156,349$5.18M1.0%+3,252+2.1%AddedHolders
Q3 2022153,097$4.62M1.0%−2,152−1.4%ReducedHolders
Q2 2022155,249$4.83M0.9%+6,208+4.2%AddedHolders
Q1 2022149,041$6.14M1.0%+6,150+4.3%AddedHolders
Q4 2021142,891$6.36M1.0%+1,382+1.0%AddedHolders
Q3 2021141,509$6.01M1.0%+3,691+2.7%AddedHolders
Q2 2021137,818$5.68M1.0%+389+0.3%AddedHolders
Q1 2021137,429$5.32M1.0%––Holders

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