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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by Regent Peak 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)
14,073
Value
$801.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,073$801.9K0.1%+564+4.2%AddedHolders
Q1 202613,509$658.6K0.1%+901+7.1%AddedHolders
Q4 202512,608$693.4K0.1%+548+4.5%AddedHolders
Q3 202512,060$622.2K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202511,975$499.7K0.1%+40.0%AddedHolders
Q4 202411,971$526.1K0.1%+1,116+10.3%AddedHolders
Q3 202410,855$430.7K0.1%+189+1.8%AddedHolders
Q2 202410,666$424.2K0.1%+524+5.2%AddedHolders
Q1 202410,142$384.6K0.1%+166+1.7%AddedHolders
Q4 20239,976$335.9K0.1%+314+3.2%AddedHolders
Q3 20239,662$264.5K0.1%+1,322+15.9%AddedHolders
Q2 20238,340$239.3K0.1%+378+4.7%AddedHolders
Q1 20237,962$227.7K0.1%−1,317−14.2%ReducedHolders
Q4 20229,279$310.5K0.1%+120+1.3%AddedHolders
Q3 20229,159$276.0K0.1%+450+5.2%AddedHolders
Q2 20228,709$271.0K0.1%−262−2.9%ReducedHolders
Q1 20228,971$370.0K0.1%+405+4.7%AddedHolders
Q4 20218,566$381.0K0.1%+440+5.4%AddedHolders
Q3 20218,126$345.0K0.1%+143+1.8%AddedHolders
Q2 20217,983$306.0K0.1%+1,170+17.2%AddedHolders
Q1 20216,813$263.0K0.1%––Holders

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