Skip to main content
Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by Arbor Trust Wealth Advisors, 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)
6,676
Value
$380.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BAC by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,676$380.4K0.2%−625−8.6%ReducedHolders
Q1 20267,301$355.9K0.2%00.0%UnchangedHolders
Q4 20257,301$401.6K0.2%00.0%UnchangedHolders
Q3 20257,301$376.7K0.2%+526+7.8%AddedHolders
Q2 20256,775$320.6K0.2%−1,100−14.0%ReducedHolders
Q1 20257,875$328.6K0.2%−1,300−14.2%ReducedHolders
Q4 20249,175$403.2K0.2%−683−6.9%ReducedHolders
Q3 20249,858$392.4K0.2%00.0%UnchangedHolders
Q2 20249,858$392.4K0.2%+126+1.3%AddedHolders
Q1 20249,732$356.7K0.2%+500+5.4%AddedHolders
Q4 20239,232$311.1K0.2%−350−3.7%ReducedHolders
Q3 20239,582$262.4K0.2%−160−1.6%ReducedHolders
Q2 20239,742$279.5K0.2%+1,134+13.2%AddedHolders
Q1 20238,608$246.2K0.2%00.0%UnchangedHolders
Q4 20228,608$285.1K0.2%+1,525+21.5%AddedHolders
Q3 20227,083$215.0K0.2%−625−8.1%ReducedHolders
Q2 20227,708$240.0K0.2%+23+0.3%AddedHolders
Q1 20227,685$317.0K0.2%+100+1.3%AddedHolders
Q4 20217,585$337.0K0.2%00.0%UnchangedHolders
Q3 20217,585$322.0K0.2%−775−9.3%ReducedHolders
Q2 20218,360$345.0K0.2%+1,300+18.4%AddedHolders
Q1 20217,060$272.0K0.2%––Holders

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