Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Principle Wealth Partners 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): 124,832
Value: $7.11M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	124,832	$7.11M	0.4%	+3,588+3.0%	Added	Holders
Q1 2026	121,244	$5.91M	0.3%	+1,186+1.0%	Added	Holders
Q4 2025	120,058	$6.60M	0.4%	+686+0.6%	Added	Holders
Q3 2025	119,372	$6.16M	0.4%	+3,680+3.2%	Added	Holders
Q2 2025	115,692	$5.47M	0.3%	+357+0.3%	Added	Holders
Q1 2025	115,335	$4.81M	0.3%	+621+0.5%	Added	Holders
Q4 2024	114,714	$5.04M	0.4%	−340−0.3%	Reduced	Holders
Q3 2024	115,054	$4.57M	0.3%	−1,475−1.3%	Reduced	Holders
Q2 2024	116,529	$4.63M	0.4%	−135−0.1%	Reduced	Holders
Q1 2024	116,664	$4.42M	0.3%	+2,170+1.9%	Added	Holders
Q4 2023	114,494	$3.86M	0.3%	−205−0.2%	Reduced	Holders
Q3 2023	114,699	$3.14M	0.3%	−1,985−1.7%	Reduced	Holders
Q2 2023	116,684	$3.35M	0.3%	−2,342−2.0%	Reduced	Holders
Q1 2023	119,026	$3.40M	0.4%	+1,342+1.1%	Added	Holders
Q4 2022	117,684	$3.90M	0.4%	−76−0.1%	Reduced	Holders
Q3 2022	117,760	$3.56M	0.5%	+1,173+1.0%	Added	Holders
Q2 2022	116,587	$3.63M	0.4%	−833−0.7%	Reduced	Holders
Q1 2022	117,420	$4.84M	0.5%	+514+0.4%	Added	Holders
Q4 2021	116,906	$5.20M	0.5%	+255+0.2%	Added	Holders
Q3 2021	116,651	$4.95M	0.6%	−310−0.3%	Reduced	Holders
Q2 2021	116,961	$4.82M	0.5%	−878−0.7%	Reduced	Holders
Q1 2021	117,839	$4.56M	0.5%	–	–	Holders

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