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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Curated Wealth Partners 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)
12,051
Value
$686.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,051$686.7K0.1%+2,646+28.1%AddedHolders
Q1 20269,405$458.5K0.1%−69,327−88.1%ReducedHolders
Q4 202578,732$4.33M0.5%+73,323+1,355.6%AddedHolders
Q3 20255,409$279.1K<0.1%−877−14.0%ReducedHolders
Q2 20256,286$297.5K<0.1%−25,517−80.2%ReducedHolders
Q1 202531,803$1.33M0.2%−556−1.7%ReducedHolders
Q4 202432,359$1.42M0.2%+248+0.8%AddedHolders
Q3 202432,111$1.27M0.2%−2,224−6.5%ReducedHolders
Q2 202434,335$1.37M0.2%+34,335NewHolders
Q1 20240$00.0%−35,401−100.0%Sold outHolders
Q4 202335,401$1.19M0.2%−455−1.3%ReducedHolders
Q3 202335,856$981.7K0.2%−1,909−5.1%ReducedHolders
Q2 202337,765$1.08M0.2%−846−2.2%ReducedHolders
Q1 202338,611$1.10M0.2%+591+1.6%AddedHolders
Q4 202238,020$1.26M0.3%+1,988+5.5%AddedHolders
Q3 202236,032$1.09M0.3%−3,340−8.5%ReducedHolders
Q2 202239,372$1.23M0.4%+12,693+47.6%AddedHolders
Q1 202226,679$1.19M0.4%00.0%UnchangedHolders
Q4 202126,679$1.19M0.4%−5,883−18.1%ReducedHolders
Q3 202132,562$1.38M0.8%+297+0.9%AddedHolders
Q2 202132,265$1.33M0.7%+1,853+6.1%AddedHolders
Q1 202130,412$1.18M0.7%––Holders

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