HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by HCR Wealth Advisors, 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): 53,993
Value: $3.08M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,993	$3.08M	0.3%	+196+0.4%	Added	Holders
Q1 2026	53,797	$2.62M	0.3%	−153−0.3%	Reduced	Holders
Q4 2025	53,950	$2.97M	0.3%	+988+1.9%	Added	Holders
Q3 2025	52,962	$2.67M	0.3%	+190.0%	Added	Holders
Q2 2025	52,943	$2.51M	0.3%	−73−0.1%	Reduced	Holders
Q1 2025	53,016	$2.21M	0.3%	+140.0%	Added	Holders
Q4 2024	53,002	$2.33M	0.3%	−3,183−5.7%	Reduced	Holders
Q3 2024	56,185	$2.23M	0.3%	+2,560+4.8%	Added	Holders
Q2 2024	53,625	$2.13M	0.3%	−176−0.3%	Reduced	Holders
Q1 2024	53,801	$2.04M	0.3%	+2,856+5.6%	Added	Holders
Q4 2023	50,945	$1.72M	0.3%	−287−0.6%	Reduced	Holders
Q3 2023	51,232	$1.40M	0.3%	−3,094−5.7%	Reduced	Holders
Q2 2023	54,326	$1.56M	0.3%	−28−0.1%	Reduced	Holders
Q1 2023	54,354	$1.55M	0.3%	−1,471−2.6%	Reduced	Holders
Q4 2022	55,825	$1.85M	0.4%	+2,004+3.7%	Added	Holders
Q3 2022	53,821	$1.63M	0.3%	+1,900+3.7%	Added	Holders
Q2 2022	51,921	$1.62M	0.3%	−1,804−3.4%	Reduced	Holders
Q1 2022	53,725	$2.21M	0.4%	−987−1.8%	Reduced	Holders
Q4 2021	54,712	$2.43M	0.4%	−625−1.1%	Reduced	Holders
Q3 2021	55,337	$2.35M	0.4%	00.0%	Unchanged	Holders
Q2 2021	55,337	$2.28M	0.4%	+120.0%	Added	Holders
Q1 2021	55,325	$2.14M	0.4%	–	–	Holders

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