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Livermore
Livermore
ZHEN

KWB Wealth

SEC CIK
0001822236
Latest filing
Jul 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by KWB Wealth, 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)
11,056
Value
$630.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by KWB Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,056$630.0K0.1%+373+3.5%AddedHolders
Q1 202610,683$587.6K0.1%00.0%UnchangedHolders
Q4 202510,683$587.6K0.1%+71+0.7%AddedHolders
Q3 202510,612$502.2K0.1%+37+0.3%AddedHolders
Q2 202510,575$441.3K0.1%+41+0.4%AddedHolders
Q1 202510,534$463.0K0.1%+224+2.2%AddedHolders
Q4 202410,310$409.1K0.1%−156−1.5%ReducedHolders
Q3 202410,466$416.2K0.1%+40+0.4%AddedHolders
Q2 202410,426$395.4K0.1%00.0%UnchangedHolders
Q1 202410,426$395.4K0.1%−2,385−18.6%ReducedHolders
Q4 202312,811$431.3K0.1%+102+0.8%AddedHolders
Q3 202312,709$364.6K0.1%−1,659−11.5%ReducedHolders
Q2 202314,368$412.2K0.1%−1,373−8.7%ReducedHolders
Q1 202315,741$521.4K0.1%+7,659+94.8%AddedHolders
Q4 20228,082$267.7K0.1%−4,441−35.5%ReducedHolders
Q3 202212,523$378.0K0.1%+44+0.4%AddedHolders
Q2 202212,479$388.0K0.1%+72+0.6%AddedHolders
Q1 202212,407$552.0K0.1%00.0%UnchangedHolders
Q4 202112,407$552.0K0.1%+29+0.2%AddedHolders
Q3 202112,378$525.0K0.1%+50+0.4%AddedHolders
Q2 202112,328$477.0K0.1%00.0%UnchangedHolders
Q1 202112,328$477.0K0.1%––Holders

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