Skip to main content
Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by One Wealth 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)
16,866
Value
$961.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,866$961.0K0.1%00.0%UnchangedHolders
Q1 202616,866$822.2K0.1%00.0%UnchangedHolders
Q4 202516,866$927.6K0.1%00.0%UnchangedHolders
Q3 202516,866$870.1K0.1%+54+0.3%AddedHolders
Q2 202516,812$795.6K0.1%+44+0.3%AddedHolders
Q1 202516,768$699.7K0.1%+7,052+72.6%AddedHolders
Q4 20249,716$427.0K0.1%−192−1.9%ReducedHolders
Q3 20249,908$393.2K0.1%+586+6.3%AddedHolders
Q2 20249,322$356.9K0.1%00.0%UnchangedHolders
Q1 20249,322$353.5K0.1%+50+0.5%AddedHolders
Q4 20239,272$312.2K0.1%−7−0.1%ReducedHolders
Q3 20239,279$254.1K0.1%−21−0.2%ReducedHolders
Q2 20239,300$266.8K0.1%+9,300NewHolders
Q1 20230$00.0%−5,975−100.0%Sold outHolders
Q4 20225,975$197.9K<0.1%−3,593−37.6%ReducedHolders
Q3 20229,568$289.0K0.1%+409+4.5%AddedHolders
Q2 20229,159$285.0K0.1%+119+1.3%AddedHolders
Q1 20229,040$373.0K0.1%−6,140−40.4%ReducedHolders
Q4 202115,180$675.0K0.2%−1,956−11.4%ReducedHolders
Q3 202117,136$727.0K0.2%−2,632−13.3%ReducedHolders
Q2 202119,768$815.0K0.3%+1,770+9.8%AddedHolders
Q1 202117,998$696.0K0.3%––Holders

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