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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

BAC holding history

Bank of America Corp in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
35,754
Value
$1.95M
% of portfolio
0.1%
Quarters held
23
Since Q1 2021
Holdings of BAC by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202635,754$1.95M0.1%+1,475+4.3%AddedHolders
Q2 202634,279$1.95M0.1%+1,760+5.4%AddedHolders
Q1 202632,519$1.58M<0.1%−2,048−5.9%ReducedHolders
Q4 202534,567$1.90M0.1%−1,064−3.0%ReducedHolders
Q3 202535,631$1.84M0.1%+1,481+4.3%AddedHolders
Q2 202534,150$1.62M0.1%+2,439+7.7%AddedHolders
Q1 202531,711$1.32M<0.1%−1,457−4.4%ReducedHolders
Q4 202433,168$1.46M0.1%−95−0.3%ReducedHolders
Q3 202433,263$1.32M0.1%+1,667+5.3%AddedHolders
Q2 202431,596$1.26M0.1%+925+3.0%AddedHolders
Q1 202430,671$1.16M0.1%+11,746+62.1%AddedHolders
Q4 202318,925$637.2K<0.1%−18,101−48.9%ReducedHolders
Q3 202337,026$1.01M0.1%+3,892+11.7%AddedHolders
Q2 202333,134$950.6K<0.1%+19,290+139.3%AddedHolders
Q1 202313,844$395.8K<0.1%−3,825−21.6%ReducedHolders
Q4 202217,669$585.2K<0.1%+6,614+59.8%AddedHolders
Q3 202211,055$334.0K<0.1%−554−4.8%ReducedHolders
Q2 202211,609$361.0K<0.1%−621−5.1%ReducedHolders
Q1 202212,230$504.0K<0.1%−95−0.8%ReducedHolders
Q4 202112,325$548.0K<0.1%+744+6.4%AddedHolders
Q3 202111,581$492.0K<0.1%−579−4.8%ReducedHolders
Q2 202112,160$501.0K<0.1%−250−2.0%ReducedHolders
Q1 202112,410$480.0K<0.1%––Holders

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