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Livermore
Livermore
ZHEN

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

BAC holding history

Bank of America Corp in every 13F filed by Brandywine Oak 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)
10,391
Value
$592.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,391$592.1K<0.1%+94+0.9%AddedHolders
Q1 202610,297$502.0K<0.1%−418−3.9%ReducedHolders
Q4 202510,715$589.3K<0.1%−693−6.1%ReducedHolders
Q3 202511,408$588.5K0.1%00.0%UnchangedHolders
Q2 202511,408$539.8K0.1%−1,304−10.3%ReducedHolders
Q1 202512,712$530.5K0.1%−186−1.4%ReducedHolders
Q4 202412,898$566.9K0.1%+2,981+30.1%AddedHolders
Q3 20249,917$393.5K<0.1%−30.0%ReducedHolders
Q2 20249,920$394.5K<0.1%+314+3.3%AddedHolders
Q1 20249,606$364.3K<0.1%00.0%UnchangedHolders
Q4 20239,606$323.4K<0.1%−1,450−13.1%ReducedHolders
Q3 202311,056$302.7K<0.1%−16,254−59.5%ReducedHolders
Q2 202327,310$783.5K0.1%00.0%UnchangedHolders
Q1 202327,310$781.1K0.1%00.0%UnchangedHolders
Q4 202227,310$904.5K0.1%−606−2.2%ReducedHolders
Q3 202227,916$843.0K0.1%−4,175−13.0%ReducedHolders
Q2 202232,091$998.0K0.1%00.0%UnchangedHolders
Q1 202232,091$1.32M0.2%−641−2.0%ReducedHolders
Q4 202132,732$1.46M0.2%−924−2.7%ReducedHolders
Q3 202133,656$1.43M0.2%−987−2.8%ReducedHolders
Q2 202134,643$1.43M0.2%+9,025+35.2%AddedHolders
Q1 202125,618$991.0K0.1%––Holders

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