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Livermore
Livermore
ZHEN

Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by Pasadena Private Wealth, 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)
53,064
Value
$3.02M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of BAC by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,064$3.02M0.4%−40−0.1%ReducedHolders
Q1 202653,104$2.59M0.4%+36+0.1%AddedHolders
Q4 202553,068$2.92M0.4%−578−1.1%ReducedHolders
Q3 202553,646$2.77M0.4%+17,380+47.9%AddedHolders
Q2 202536,266$1.72M0.3%00.0%UnchangedHolders
Q1 202536,266$1.51M0.3%+2,759+8.2%AddedHolders
Q4 202433,507$1.47M0.3%−2,000−5.6%ReducedHolders
Q3 202435,507$1.33M0.3%+2,060+6.2%AddedHolders
Q2 202433,447$1.33M0.3%−341−1.0%ReducedHolders
Q1 202433,788$1.28M0.3%−900−2.6%ReducedHolders
Q4 202334,688$1.17M0.3%+41+0.1%AddedHolders
Q3 202334,647$948.6K0.3%−150−0.4%ReducedHolders
Q2 202334,797$998.3K0.3%00.0%UnchangedHolders
Q1 202334,797$995.2K0.3%+341+1.0%AddedHolders
Q4 202234,456$1.14M0.4%−127−0.4%ReducedHolders
Q3 202234,583$1.04M0.4%00.0%UnchangedHolders
Q2 202234,583$1.08M0.4%−750−2.1%ReducedHolders
Q1 202235,333$1.46M0.5%00.0%UnchangedHolders
Q4 202135,333$1.57M0.5%+25,870+273.4%AddedHolders
Q3 20219,463$402.0K0.1%+77+0.8%AddedHolders
Q2 20219,386$387.0K0.1%−97−1.0%ReducedHolders
Q1 20219,483$367.0K0.1%––Holders

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