Skip to main content
Livermore
Livermore
ZHEN

Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

BAC holding history

Bank of America Corp in every 13F filed by Wealth Advisory Solutions, 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)
4,412
Value
$251.4K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of BAC by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,412$251.4K0.1%−272−5.8%ReducedHolders
Q1 20264,684$228.4K0.1%+75+1.6%AddedHolders
Q4 20254,609$253.5K0.1%−553−10.7%ReducedHolders
Q3 20255,162$266.3K0.1%+36+0.7%AddedHolders
Q2 20255,126$242.6K0.1%+214+4.4%AddedHolders
Q1 20254,912$205.0K0.1%+7+0.1%AddedHolders
Q4 20244,905$215.6K0.1%+4,905NewHolders
Q3 20240$00.0%−5,379−100.0%Sold outHolders
Q2 20245,379$213.9K0.1%−3,276−37.9%ReducedHolders
Q1 20248,655$328.2K0.1%−4,684−35.1%ReducedHolders
Q4 202313,339$449.1K0.2%−2,724−17.0%ReducedHolders
Q3 202316,063$439.8K0.1%+4,175+35.1%AddedHolders
Q2 202311,888$341.1K0.1%+449+3.9%AddedHolders
Q1 202311,439$327.2K0.1%−281−2.4%ReducedHolders
Q4 202211,720$388.2K0.1%−1,288−9.9%ReducedHolders
Q3 202213,008$393.0K0.1%−121,164−90.3%ReducedHolders
Q2 2022134,172$4.18M1.0%+531+0.4%AddedHolders
Q1 2022133,641$5.51M1.1%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 2021134,390$5.71M1.3%+7,140+5.6%AddedHolders
Q2 2021127,250$5.25M1.2%−120,918−48.7%ReducedHolders
Q1 2021248,168$8.71M6.5%––Holders

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