Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Robertson Stephens Wealth Management, 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): 225,797
Value: $12.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	225,797	$12.9M	0.3%	−210−0.1%	Reduced	Holders
Q1 2026	226,007	$11.0M	0.3%	+178,080+371.6%	Added	Holders
Q4 2025	47,927	$2.64M	0.1%	+9,455+24.6%	Added	Holders
Q3 2025	38,472	$1.98M	0.1%	−3,363−8.0%	Reduced	Holders
Q2 2025	41,835	$1.98M	0.1%	−1,374−3.2%	Reduced	Holders
Q1 2025	43,209	$1.80M	0.1%	−194,260−81.8%	Reduced	Holders
Q4 2024	237,469	$10.4M	0.4%	−1,191−0.5%	Reduced	Holders
Q3 2024	238,660	$9.47M	0.3%	−11,549−4.6%	Reduced	Holders
Q2 2024	250,209	$9.95M	0.5%	+5,369+2.2%	Added	Holders
Q1 2024	244,840	$9.28M	0.5%	+13,954+6.0%	Added	Holders
Q4 2023	230,886	$7.77M	0.5%	−21,097−8.4%	Reduced	Holders
Q3 2023	251,983	$6.90M	0.5%	−8,565−3.3%	Reduced	Holders
Q2 2023	260,548	$7.48M	0.5%	−10,797−4.0%	Reduced	Holders
Q1 2023	271,345	$7.76M	0.6%	+241+0.1%	Added	Holders
Q4 2022	271,104	$8.98M	0.9%	−33,009−10.9%	Reduced	Holders
Q3 2022	304,113	$9.18M	1.0%	−3,210−1.0%	Reduced	Holders
Q2 2022	307,323	$9.57M	0.9%	−748−0.2%	Reduced	Holders
Q1 2022	308,071	$12.7M	1.1%	+7,676+2.6%	Added	Holders
Q4 2021	300,395	$13.4M	1.1%	+68,761+29.7%	Added	Holders
Q3 2021	231,634	$9.83M	1.1%	+392+0.2%	Added	Holders
Q2 2021	231,242	$9.53M	1.1%	−8,380−3.5%	Reduced	Holders
Q1 2021	239,622	$9.27M	1.5%	–	–	Holders

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