Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Arkadios 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): 285,711
Value: $16.3M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	285,711	$16.3M	0.3%	+29,262+11.4%	Added	Holders
Q1 2026	256,449	$12.5M	0.2%	+34,411+15.5%	Added	Holders
Q4 2025	222,038	$12.2M	0.2%	+29,291+15.2%	Added	Holders
Q3 2025	192,747	$9.94M	0.2%	+15,478+8.7%	Added	Holders
Q2 2025	177,269	$8.39M	0.3%	+54,027+43.8%	Added	Holders
Q1 2025	123,242	$5.14M	0.2%	+13,858+12.7%	Added	Holders
Q4 2024	109,384	$4.81M	0.3%	−3,080−2.7%	Reduced	Holders
Q3 2024	112,464	$4.46M	0.3%	+4,192+3.9%	Added	Holders
Q2 2024	108,272	$4.31M	0.3%	+74,041+216.3%	Added	Holders
Q1 2024	34,231	$1.30M	0.1%	−8,997−20.8%	Reduced	Holders
Q4 2023	43,228	$1.46M	0.1%	−25,475−37.1%	Reduced	Holders
Q3 2023	68,703	$1.88M	0.2%	+23,327+51.4%	Added	Holders
Q2 2023	45,376	$1.30M	0.2%	+4,231+10.3%	Added	Holders
Q1 2023	41,145	$1.18M	0.1%	+2,405+6.2%	Added	Holders
Q4 2022	38,740	$1.28M	0.2%	+10,004+34.8%	Added	Holders
Q3 2022	28,736	$868.0K	0.1%	+1,845+6.9%	Added	Holders
Q2 2022	26,891	$837.0K	0.1%	+970+3.7%	Added	Holders
Q1 2022	25,921	$1.07M	0.1%	+2,929+12.7%	Added	Holders
Q4 2021	22,992	$1.02M	0.1%	+649+2.9%	Added	Holders
Q3 2021	22,343	$948.0K	0.1%	−3,047−12.0%	Reduced	Holders
Q2 2021	25,390	$1.05M	0.1%	+2,251+9.7%	Added	Holders
Q1 2021	23,139	$895.0K	0.1%	–	–	Holders

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