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Livermore
Livermore
ZHEN

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

BAC holding history

Bank of America Corp in every 13F filed by XML Financial, 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)
195,580
Value
$11.1M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of BAC by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026195,580$11.1M0.8%−6,362−3.2%ReducedHolders
Q1 2026201,942$9.84M0.8%−2,481−1.2%ReducedHolders
Q4 2025204,423$11.2M0.9%−30,715−13.1%ReducedHolders
Q3 2025235,138$12.1M1.0%−7,137−2.9%ReducedHolders
Q2 2025242,275$11.5M1.0%−2,773−1.1%ReducedHolders
Q1 2025245,048$10.2M1.0%−3,268−1.3%ReducedHolders
Q4 2024248,316$10.9M1.0%−4,140−1.6%ReducedHolders
Q3 2024252,456$10.0M0.9%−5,353−2.1%ReducedHolders
Q2 2024257,809$10.3M1.0%−11,202−4.2%ReducedHolders
Q1 2024269,011$10.2M1.0%−44,602−14.2%ReducedHolders
Q4 2023313,613$10.6M1.1%−2,684−0.8%ReducedHolders
Q3 2023316,297$8.66M1.0%−8,423−2.6%ReducedHolders
Q2 2023324,720$9.32M1.1%+942+0.3%AddedHolders
Q1 2023323,778$9.26M1.1%+1,001+0.3%AddedHolders
Q4 2022322,777$10.7M1.3%+2,459+0.8%AddedHolders
Q3 2022320,318$9.67M1.3%+297,439+1,300.1%AddedHolders
Q2 202222,879$712.0K0.2%−280,061−92.4%ReducedHolders
Q1 2022302,940$12.5M1.5%+1,882+0.6%AddedHolders
Q4 2021301,058$13.4M1.6%+370+0.1%AddedHolders
Q3 2021300,688$12.8M1.7%+283,334+1,632.7%AddedHolders
Q2 202117,354$716.0K0.2%−759−4.2%ReducedHolders
Q1 202118,113$701.0K0.2%––Holders

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