Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Procyon Private Wealth Partners, LLC, 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): 20,282
Value: $1.16M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,282	$1.16M	<0.1%	−2,276−10.1%	Reduced	Holders
Q1 2026	22,558	$1.10M	0.1%	−2,549−10.2%	Reduced	Holders
Q4 2025	25,107	$1.38M	0.1%	+10,467+71.5%	Added	Holders
Q3 2025	14,640	$755.3K	<0.1%	−1,117−7.1%	Reduced	Holders
Q2 2025	15,757	$745.6K	0.1%	−61,283−79.5%	Reduced	Holders
Q1 2025	77,040	$3.21M	0.2%	+18,998+32.7%	Added	Holders
Q4 2024	58,042	$2.55M	0.2%	−39,582−40.5%	Reduced	Holders
Q3 2024	97,624	$3.87M	0.3%	+760+0.8%	Added	Holders
Q2 2024	96,864	$3.85M	0.3%	+3,069+3.3%	Added	Holders
Q1 2024	93,795	$3.56M	0.3%	−48,204−33.9%	Reduced	Holders
Q4 2023	141,999	$4.78M	0.4%	−14,616−9.3%	Reduced	Holders
Q3 2023	156,615	$4.29M	0.4%	−3,409−2.1%	Reduced	Holders
Q2 2023	160,024	$4.59M	0.6%	+73,269+84.5%	Added	Holders
Q1 2023	86,755	$2.48M	0.4%	+3,075+3.7%	Added	Holders
Q4 2022	83,680	$2.77M	0.5%	+34,134+68.9%	Added	Holders
Q3 2022	49,546	$1.50M	0.4%	+7,449+17.7%	Added	Holders
Q2 2022	42,097	$1.31M	0.3%	+14,785+54.1%	Added	Holders
Q1 2022	27,312	$1.13M	0.2%	+1,121+4.3%	Added	Holders
Q4 2021	26,191	$1.17M	0.2%	+2,284+9.6%	Added	Holders
Q3 2021	23,907	$1.01M	0.3%	+759+3.3%	Added	Holders
Q2 2021	23,148	$954.0K	0.3%	+1,193+5.4%	Added	Holders
Q1 2021	21,955	$849.0K	0.4%	–	–	Holders

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