Claro Advisors LLC

SEC CIK: 0001764386
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Claro 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): 48,271
Value: $2.75M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Claro Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,271	$2.75M	0.3%	+1,512+3.2%	Added	Holders
Q1 2026	46,759	$2.28M	0.3%	+3,741+8.7%	Added	Holders
Q4 2025	43,018	$2.37M	0.3%	−30.0%	Reduced	Holders
Q3 2025	43,021	$2.22M	0.3%	+6,054+16.4%	Added	Holders
Q2 2025	36,967	$1.75M	0.3%	−8,981−19.5%	Reduced	Holders
Q1 2025	45,948	$1.92M	0.3%	−1,642−3.5%	Reduced	Holders
Q4 2024	47,590	$2.09M	0.3%	−12,722−21.1%	Reduced	Holders
Q3 2024	60,312	$2.39M	0.3%	+18,400+43.9%	Added	Holders
Q2 2024	41,912	$1.67M	0.3%	−15,530−27.0%	Reduced	Holders
Q1 2024	57,442	$2.18M	0.4%	+2,793+5.1%	Added	Holders
Q4 2023	54,649	$1.84M	0.4%	−1,014−1.8%	Reduced	Holders
Q3 2023	55,663	$1.52M	0.4%	−306−0.5%	Reduced	Holders
Q2 2023	55,969	$1.61M	0.4%	−163−0.3%	Reduced	Holders
Q1 2023	56,132	$1.61M	0.5%	+7,331+15.0%	Added	Holders
Q4 2022	48,801	$1.62M	0.5%	+4,453+10.0%	Added	Holders
Q3 2022	44,348	$1.38M	0.5%	00.0%	Unchanged	Holders
Q2 2022	44,348	$1.38M	0.5%	+1,959+4.6%	Added	Holders
Q1 2022	42,389	$1.89M	0.7%	00.0%	Unchanged	Holders
Q4 2021	42,389	$1.89M	0.7%	+2,017+5.0%	Added	Holders
Q3 2021	40,372	$1.71M	0.7%	−623−1.5%	Reduced	Holders
Q2 2021	40,995	$1.69M	0.8%	+1,195+3.0%	Added	Holders
Q1 2021	39,800	$1.54M	0.8%	–	–	Holders

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