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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

BAC holding history

Bank of America Corp in every 13F filed by RMR Wealth Builders, 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)
15,896
Value
$905.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,896$905.8K0.1%+123+0.8%AddedHolders
Q1 202615,773$768.9K0.1%−1,770−10.1%ReducedHolders
Q4 202517,543$964.9K0.1%+810+4.8%AddedHolders
Q3 202516,733$863.2K0.1%−4,433−20.9%ReducedHolders
Q2 202521,166$1.00M0.1%−1,266−5.6%ReducedHolders
Q1 202522,432$936.1K0.1%−2,247−9.1%ReducedHolders
Q4 202424,679$1.08M0.1%−30,751−55.5%ReducedHolders
Q3 202455,430$2.20M0.2%−576−1.0%ReducedHolders
Q2 202456,006$2.23M0.3%+2,712+5.1%AddedHolders
Q1 202453,294$2.03M0.2%+15,361+40.5%AddedHolders
Q4 202337,933$1.28M0.2%+7,422+24.3%AddedHolders
Q3 202330,511$835.4K0.1%+15,273+100.2%AddedHolders
Q2 202315,238$437.2K0.1%−26−0.2%ReducedHolders
Q1 202315,264$436.6K0.1%−1,351−8.1%ReducedHolders
Q4 202216,615$550.3K0.1%+1,285+8.4%AddedHolders
Q3 202215,330$463.0K0.1%+235+1.6%AddedHolders
Q2 202215,095$470.0K0.1%−1,667−9.9%ReducedHolders
Q1 202216,762$691.0K0.1%+6,738+67.2%AddedHolders
Q4 202110,024$446.0K0.1%−3,326−24.9%ReducedHolders
Q3 202113,350$567.0K0.2%+1,522+12.9%AddedHolders
Q2 202111,828$488.0K0.2%−5,589−32.1%ReducedHolders
Q1 202117,417$674.0K0.2%––Holders

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