Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Beacon Pointe Advisors, 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): 585,316
Value: $33.4M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	585,316	$33.4M	0.2%	−36,521−5.9%	Reduced	Holders
Q1 2026	621,837	$30.3M	0.2%	+132,240+27.0%	Added	Holders
Q4 2025	489,597	$26.9M	0.2%	−6,615−1.3%	Reduced	Holders
Q3 2025	496,212	$25.6M	0.2%	+10,672+2.2%	Added	Holders
Q2 2025	485,540	$23.0M	0.2%	+9,851+2.1%	Added	Holders
Q1 2025	475,689	$19.9M	0.2%	−13,518−2.8%	Reduced	Holders
Q4 2024	489,207	$21.5M	0.2%	−23,688−4.6%	Reduced	Holders
Q3 2024	512,895	$20.4M	0.2%	−22,426−4.2%	Reduced	Holders
Q2 2024	535,321	$21.3M	0.3%	−37,512−6.5%	Reduced	Holders
Q1 2024	572,833	$21.7M	0.2%	−38,156−6.2%	Reduced	Holders
Q4 2023	610,989	$20.6M	0.2%	−35,149−5.4%	Reduced	Holders
Q3 2023	646,138	$17.7M	0.2%	+84,542+15.1%	Added	Holders
Q2 2023	561,596	$16.1M	0.3%	−556−0.1%	Reduced	Holders
Q1 2023	562,152	$16.1M	0.3%	−1,259−0.2%	Reduced	Holders
Q4 2022	563,411	$18.7M	0.4%	+18,456+3.4%	Added	Holders
Q3 2022	544,955	$16.4M	0.4%	+8,267+1.5%	Added	Holders
Q2 2022	536,688	$16.7M	0.4%	−30,801−5.4%	Reduced	Holders
Q1 2022	567,489	$23.4M	0.3%	+157,270+38.3%	Added	Holders
Q4 2021	410,219	$18.3M	0.5%	−22,347−5.2%	Reduced	Holders
Q3 2021	432,566	$18.4M	0.5%	+29,140+7.2%	Added	Holders
Q2 2021	403,426	$16.6M	0.6%	+319,951+383.3%	Added	Holders
Q1 2021	83,475	$3.23M	0.2%	–	–	Holders

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