Private Wealth Advisors

SEC CIK: 0001787027
Latest filing: Aug 6, 2026

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BAC holding history

Bank of America Corp in every 13F filed by Private Wealth Advisors, 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): 15,775
Value: $898.8K
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,775	$898.8K	0.3%	+17+0.1%	Added	Holders
Q1 2026	15,758	$768.2K	0.2%	+20+0.1%	Added	Holders
Q4 2025	15,738	$865.6K	0.3%	+17+0.1%	Added	Holders
Q3 2025	15,721	$811.1K	0.3%	−72−0.5%	Reduced	Holders
Q2 2025	15,793	$747.3K	0.3%	+18+0.1%	Added	Holders
Q1 2025	15,775	$658.3K	0.3%	+22+0.1%	Added	Holders
Q4 2024	15,753	$692.3K	0.3%	+20+0.1%	Added	Holders
Q3 2024	15,733	$617.1K	0.3%	−202−1.3%	Reduced	Holders
Q2 2024	15,935	$637.6K	0.3%	+44+0.3%	Added	Holders
Q1 2024	15,891	$602.6K	0.3%	+25+0.2%	Added	Holders
Q4 2023	15,866	$534.2K	0.2%	00.0%	Unchanged	Holders
Q3 2023	15,866	$434.4K	0.2%	00.0%	Unchanged	Holders
Q2 2023	15,866	$455.2K	0.2%	−45−0.3%	Reduced	Holders
Q1 2023	15,911	$455.0K	0.2%	+9,036+131.4%	Added	Holders
Q4 2022	6,875	$227.7K	0.1%	−99−1.4%	Reduced	Holders
Q3 2022	6,974	$211.0K	0.1%	+6+0.1%	Added	Holders
Q2 2022	6,968	$250.0K	0.1%	+23+0.3%	Added	Holders
Q1 2022	6,945	$286.0K	0.1%	+17+0.2%	Added	Holders
Q4 2021	6,928	$308.0K	0.1%	−91−1.3%	Reduced	Holders
Q3 2021	7,019	$321.0K	0.1%	+17+0.2%	Added	Holders
Q2 2021	7,002	$289.0K	0.1%	−1,436−17.0%	Reduced	Holders
Q1 2021	8,438	$326.0K	0.1%	–	–	Holders

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