Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Marshall Financial Group 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): 14,532
Value: $828.0K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,532	$828.0K	0.1%	+260+1.8%	Added	Holders
Q1 2026	14,272	$695.8K	0.1%	−198−1.4%	Reduced	Holders
Q4 2025	14,470	$795.8K	0.2%	−4,899−25.3%	Reduced	Holders
Q3 2025	19,369	$999.2K	0.2%	+165+0.9%	Added	Holders
Q2 2025	19,204	$934.4K	0.2%	−978−4.8%	Reduced	Holders
Q1 2025	20,182	$842.2K	0.2%	−504−2.4%	Reduced	Holders
Q4 2024	20,686	$909.2K	0.2%	−674−3.2%	Reduced	Holders
Q3 2024	21,360	$847.6K	0.2%	+274+1.3%	Added	Holders
Q2 2024	21,086	$838.6K	0.2%	−24−0.1%	Reduced	Holders
Q1 2024	21,110	$800.5K	0.2%	−1,200−5.4%	Reduced	Holders
Q4 2023	22,310	$751.2K	0.2%	+112+0.5%	Added	Holders
Q3 2023	22,198	$607.8K	0.2%	+2,725+14.0%	Added	Holders
Q2 2023	19,473	$558.7K	0.2%	−2,288−10.5%	Reduced	Holders
Q1 2023	21,761	$622.4K	0.2%	+500+2.4%	Added	Holders
Q4 2022	21,261	$704.2K	0.3%	−1,964−8.5%	Reduced	Holders
Q3 2022	23,225	$701.0K	0.3%	−403−1.7%	Reduced	Holders
Q2 2022	23,628	$736.0K	0.3%	−2,430−9.3%	Reduced	Holders
Q1 2022	26,058	$1.07M	0.4%	−2,559−8.9%	Reduced	Holders
Q4 2021	28,617	$1.27M	0.5%	−9,665−25.2%	Reduced	Holders
Q3 2021	38,282	$1.63M	0.8%	−2,312−5.7%	Reduced	Holders
Q2 2021	40,594	$1.67M	0.9%	−35−0.1%	Reduced	Holders
Q1 2021	40,629	$1.57M	0.9%	–	–	Holders

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