Aptus Capital Advisors, LLC

SEC CIK: 0001664193
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Aptus Capital Advisors, 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): 207,329
Value: $11.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Aptus Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	207,329	$11.8M	0.1%	+2,701+1.3%	Added	Holders
Q1 2026	204,628	$9.98M	0.1%	−15,103−6.9%	Reduced	Holders
Q4 2025	219,731	$12.1M	0.1%	−7,877−3.5%	Reduced	Holders
Q3 2025	227,608	$11.7M	0.1%	−482,789−68.0%	Reduced	Holders
Q2 2025	710,397	$33.6M	0.3%	+3,834+0.5%	Added	Holders
Q1 2025	706,563	$29.5M	0.3%	+56,788+8.7%	Added	Holders
Q4 2024	649,775	$28.6M	0.3%	+177,293+37.5%	Added	Holders
Q3 2024	472,482	$18.7M	0.3%	+70,107+17.4%	Added	Holders
Q2 2024	402,375	$16.0M	0.3%	+74,498+22.7%	Added	Holders
Q1 2024	327,877	$12.4M	0.3%	+48,996+17.6%	Added	Holders
Q4 2023	278,881	$9.39M	0.3%	−843−0.3%	Reduced	Holders
Q3 2023	279,724	$7.66M	0.2%	+335+0.1%	Added	Holders
Q2 2023	279,389	$8.02M	0.2%	−86,915−23.7%	Reduced	Holders
Q1 2023	366,304	$10.5M	0.3%	−1,502−0.4%	Reduced	Holders
Q4 2022	367,806	$12.2M	0.4%	−11,056−2.9%	Reduced	Holders
Q3 2022	378,862	$11.4M	0.4%	+65,917+21.1%	Added	Holders
Q2 2022	312,945	$9.74M	0.3%	+49,370+18.7%	Added	Holders
Q1 2022	263,575	$10.9M	0.3%	+48,572+22.6%	Added	Holders
Q4 2021	215,003	$9.56M	0.3%	+25,923+13.7%	Added	Holders
Q3 2021	189,080	$8.03M	0.3%	+28,172+17.5%	Added	Holders
Q2 2021	160,908	$6.63M	0.3%	+24,932+18.3%	Added	Holders
Q1 2021	135,976	$5.26M	0.3%	–	–	Holders

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