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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

BAC holding history

Bank of America Corp in every 13F filed by Wealthspire 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)
144,359
Value
$8.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144,359$8.23M<0.1%+64,345+80.4%AddedHolders
Q1 202680,014$3.90M<0.1%−56,716−41.5%ReducedHolders
Q4 2025136,730$7.52M0.1%+41,268+43.2%AddedHolders
Q3 202595,462$4.92M<0.1%−8,796−8.4%ReducedHolders
Q2 2025104,258$4.93M<0.1%−26,952−20.5%ReducedHolders
Q1 2025131,210$5.48M<0.1%−1,039−0.8%ReducedHolders
Q4 2024132,249$5.81M0.1%−34,381−20.6%ReducedHolders
Q3 2024166,630$6.61M0.1%+41,090+32.7%AddedHolders
Q2 2024125,540$4.99M0.1%+6,708+5.6%AddedHolders
Q1 2024118,832$4.51M0.1%+1,287+1.1%AddedHolders
Q4 2023117,545$3.96M0.1%+7,838+7.1%AddedHolders
Q3 2023109,707$3.00M<0.1%+5,827+5.6%AddedHolders
Q2 2023103,880$2.98M<0.1%−3,212−3.0%ReducedHolders
Q1 2023107,092$3.06M0.1%−18,465−14.7%ReducedHolders
Q4 2022125,557$4.16M0.1%−9,948−7.3%ReducedHolders
Q3 2022135,505$4.09M0.1%+28,049+26.1%AddedHolders
Q2 2022107,456$3.35M0.1%+10,098+10.4%AddedHolders
Q1 202297,358$4.01M0.1%−19,320−16.6%ReducedHolders
Q4 2021116,678$5.19M0.1%−27,672−19.2%ReducedHolders
Q3 2021144,350$6.13M0.1%+71,437+98.0%AddedHolders
Q2 202172,913$3.01M0.1%−95,211−56.6%ReducedHolders
Q1 2021168,124$6.50M0.2%––Holders

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