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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BAC holding history

Bank of America Corp in every 13F filed by AE Wealth Management 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)
1,295,213
Value
$73.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BAC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,295,213$73.8M0.3%+82,326+6.8%AddedHolders
Q1 20261,212,887$59.1M0.3%−295,942−19.6%ReducedHolders
Q4 20251,508,829$83.0M0.5%+554,220+58.1%AddedHolders
Q3 2025954,609$49.2M0.3%+93,274+10.8%AddedHolders
Q2 2025861,335$40.8M0.3%+70,109+8.9%AddedHolders
Q1 2025791,226$33.0M0.3%+175,618+28.5%AddedHolders
Q4 2024615,608$27.1M0.2%−40,003−6.1%ReducedHolders
Q3 2024655,611$26.0M0.2%+63,029+10.6%AddedHolders
Q2 2024592,582$23.6M0.2%+78,578+15.3%AddedHolders
Q1 2024514,004$19.5M0.2%−369,773−41.8%ReducedHolders
Q4 2023883,777$29.5M0.2%+97,794+12.4%AddedHolders
Q3 2023785,983$21.5M0.1%+58,196+8.0%AddedHolders
Q2 2023727,787$20.9M0.1%−530,709−42.2%ReducedHolders
Q1 20231,258,496$36.0M0.2%+4,459+0.4%AddedHolders
Q4 20221,254,037$41.5M0.3%+72,721+6.2%AddedHolders
Q3 20221,181,316$35.7M0.3%+107,291+10.0%AddedHolders
Q2 20221,074,025$33.4M0.3%+190,612+21.6%AddedHolders
Q1 2022883,413$36.4M0.3%+133,881+17.9%AddedHolders
Q4 2021749,532$33.3M0.2%+202,579+37.0%AddedHolders
Q3 2021546,953$23.2M0.2%+38,735+7.6%AddedHolders
Q2 2021508,218$21.0M0.2%+12,192+2.5%AddedHolders
Q1 2021496,026$19.2M0.2%––Holders

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