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Livermore
Livermore
ZHEN

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by Westshore Wealth, 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)
8,104
Value
$461.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,104$461.8K0.1%+235+3.0%AddedHolders
Q1 20267,869$383.6K0.1%−1,300−14.2%ReducedHolders
Q4 20259,169$504.3K0.2%+182+2.0%AddedHolders
Q3 20258,987$463.6K0.2%+651+7.8%AddedHolders
Q2 20258,336$394.5K0.2%−123−1.5%ReducedHolders
Q1 20258,459$353.0K0.1%−50−0.6%ReducedHolders
Q4 20248,509$374.0K0.2%00.0%UnchangedHolders
Q3 20248,509$337.6K0.1%−159−1.8%ReducedHolders
Q2 20248,668$344.7K0.1%−52−0.6%ReducedHolders
Q1 20248,720$330.7K0.1%−53−0.6%ReducedHolders
Q4 20238,773$295.4K0.1%−143−1.6%ReducedHolders
Q3 20238,916$244.1K0.1%−857−8.8%ReducedHolders
Q2 20239,773$280.4K0.1%−263−2.6%ReducedHolders
Q1 202310,036$287.0K0.2%+362+3.7%AddedHolders
Q4 20229,674$320.4K0.2%00.0%UnchangedHolders
Q3 20229,674$292.0K0.2%00.0%UnchangedHolders
Q2 20229,674$301.0K0.2%−5,184−34.9%ReducedHolders
Q1 202214,858$612.0K0.4%+318+2.2%AddedHolders
Q4 202114,540$647.0K0.4%+6,395+78.5%AddedHolders
Q3 20218,145$346.0K0.3%+201+2.5%AddedHolders
Q2 20217,944$328.0K0.2%+50+0.6%AddedHolders
Q1 20217,894$305.0K0.2%––Holders

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