Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Cypress Wealth Services, 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): 8,176
Value: $465.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,176	$465.9K	0.1%	+8+0.1%	Added	Holders
Q1 2026	8,168	$398.2K	0.1%	−3,337−29.0%	Reduced	Holders
Q4 2025	11,505	$632.8K	0.1%	+1,699+17.3%	Added	Holders
Q3 2025	9,806	$505.9K	0.1%	+344+3.6%	Added	Holders
Q2 2025	9,462	$447.7K	0.1%	+48+0.5%	Added	Holders
Q1 2025	9,414	$392.8K	0.1%	−2,341−19.9%	Reduced	Holders
Q4 2024	11,755	$516.6K	0.1%	+608+5.5%	Added	Holders
Q3 2024	11,147	$442.3K	0.1%	+146+1.3%	Added	Holders
Q2 2024	11,001	$437.5K	0.1%	+726+7.1%	Added	Holders
Q1 2024	10,275	$389.6K	0.1%	−73−0.7%	Reduced	Holders
Q4 2023	10,348	$348.4K	0.1%	−870−7.8%	Reduced	Holders
Q3 2023	11,218	$307.2K	0.1%	+117+1.1%	Added	Holders
Q2 2023	11,101	$326.4K	0.1%	−3,484−23.9%	Reduced	Holders
Q1 2023	14,585	$417.1K	0.1%	+648+4.6%	Added	Holders
Q4 2022	13,937	$461.6K	0.1%	+1,065+8.3%	Added	Holders
Q3 2022	12,872	$396.0K	0.1%	−984−7.1%	Reduced	Holders
Q2 2022	13,856	$431.0K	0.1%	+646+4.9%	Added	Holders
Q1 2022	13,210	$545.0K	0.1%	−226−1.7%	Reduced	Holders
Q4 2021	13,436	$598.0K	0.2%	−141−1.0%	Reduced	Holders
Q3 2021	13,577	$576.0K	0.2%	−2,294−14.5%	Reduced	Holders
Q2 2021	15,871	$654.0K	0.2%	−1,460−8.4%	Reduced	Holders
Q1 2021	17,331	$671.0K	0.1%	–	–	Holders

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