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Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

BAC holding history

Bank of America Corp in every 13F filed by Legacy 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)
45,115
Value
$2.57M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BAC by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,115$2.57M0.2%+10,385+29.9%AddedHolders
Q1 202634,730$1.69M0.2%−615−1.7%ReducedHolders
Q4 202535,345$1.94M0.2%+1,137+3.3%AddedHolders
Q3 202534,208$1.76M0.2%+34,208NewHolders
Q2 20250$00.0%−59,478−100.0%Sold outHolders
Q1 202559,478$2.48M0.3%+2,054+3.6%AddedHolders
Q4 202457,424$2.52M0.2%+4,271+8.0%AddedHolders
Q3 202453,153$2.11M0.2%+5,063+10.5%AddedHolders
Q2 202448,090$1.91M0.2%+1,537+3.3%AddedHolders
Q1 202446,553$1.78M0.2%+2,309+5.2%AddedHolders
Q4 202344,244$1.49M0.2%+3,566+8.8%AddedHolders
Q3 202340,678$1.11M0.2%−1,340−3.2%ReducedHolders
Q2 202342,018$1.21M0.2%+838+2.0%AddedHolders
Q1 202341,180$1.18M0.2%+2,050+5.2%AddedHolders
Q4 202239,130$1.30M0.2%+1,545+4.1%AddedHolders
Q3 202237,585$1.14M0.3%−3,217−7.9%ReducedHolders
Q2 202240,802$1.27M0.3%+2,287+5.9%AddedHolders
Q1 202238,515$1.59M0.3%−11,301−22.7%ReducedHolders
Q4 202149,816$2.22M0.8%−1,069−2.1%ReducedHolders
Q3 202150,885$2.16M0.9%+1,230+2.5%AddedHolders
Q2 202149,655$2.05M0.8%00.0%UnchangedHolders
Q1 202149,655$1.92M0.8%––Holders

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