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Livermore
Livermore
ZHEN

BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

BAC holding history

Bank of America Corp in every 13F filed by BCS Wealth Management, 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)
7,374
Value
$420.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,374$420.2K0.1%00.0%UnchangedHolders
Q1 20267,374$359.5K0.1%−9,078−55.2%ReducedHolders
Q4 202516,452$904.9K0.1%+8,942+119.1%AddedHolders
Q3 20257,510$387.4K0.1%−17,808−70.3%ReducedHolders
Q2 202525,318$1.20M0.3%+17,808+237.1%AddedHolders
Q1 20257,510$313.0K0.1%00.0%UnchangedHolders
Q4 20247,510$330.0K0.1%+18+0.2%AddedHolders
Q3 20247,492$297.0K0.1%+176+2.4%AddedHolders
Q2 20247,316$291.0K0.1%−880−10.7%ReducedHolders
Q1 20248,196$311.0K0.1%00.0%UnchangedHolders
Q4 20238,196$276.0K0.1%+620+8.2%AddedHolders
Q3 20237,576$207.0K0.1%+7,576NewHolders
Q2 20230$00.0%−14,365−100.0%Sold outHolders
Q1 202314,365$411.0K0.2%+6,598+84.9%AddedHolders
Q4 20227,767$257.0K0.1%00.0%UnchangedHolders
Q3 20227,767$235.0K0.1%−15,927−67.2%ReducedHolders
Q2 202223,694$738.0K0.3%+16,039+209.5%AddedHolders
Q1 20227,655$316.0K0.1%−18,993−71.3%ReducedHolders
Q4 202126,648$1.19M0.4%+18,982+247.6%AddedHolders
Q3 20217,666$325.0K0.1%00.0%UnchangedHolders
Q2 20217,666$316.0K0.2%+403+5.5%AddedHolders
Q1 20217,263$281.0K0.1%––Holders

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