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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by Paces Ferry 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)
8,655
Value
$493.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BAC by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,655$493.2K0.2%−269−3.0%ReducedHolders
Q1 20268,924$435.1K0.2%−100−1.1%ReducedHolders
Q4 20259,024$496.3K0.2%−84−0.9%ReducedHolders
Q3 20259,108$469.9K0.2%−167−1.8%ReducedHolders
Q2 20259,275$438.9K0.2%−231−2.4%ReducedHolders
Q1 20259,506$396.7K0.2%−227−2.3%ReducedHolders
Q4 20249,733$427.8K0.2%−195−2.0%ReducedHolders
Q3 20249,928$394.0K0.2%−73−0.7%ReducedHolders
Q2 202410,001$397.8K0.2%−76−0.8%ReducedHolders
Q1 202410,077$382.1K0.2%−596−5.6%ReducedHolders
Q4 202310,673$359.4K0.2%+433+4.2%AddedHolders
Q3 202310,240$280.4K0.2%−286−2.7%ReducedHolders
Q2 202310,526$302.0K0.2%−1,608−13.3%ReducedHolders
Q1 202312,134$347.0K0.3%+1,917+18.8%AddedHolders
Q4 202210,217$338.4K0.3%+120+1.2%AddedHolders
Q3 202210,097$305.0K0.3%+56+0.6%AddedHolders
Q2 202210,041$313.0K0.3%+48+0.5%AddedHolders
Q1 20229,993$412.0K0.3%−629−5.9%ReducedHolders
Q4 202110,622$473.0K0.3%−2,900−21.4%ReducedHolders
Q3 202113,522$574.0K0.5%−319−2.3%ReducedHolders
Q2 202113,841$571.0K0.4%−434−3.0%ReducedHolders
Q1 202114,275$552.0K0.5%––Holders

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