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Livermore
Livermore
ZHEN

Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

BAC holding history

Bank of America Corp in every 13F filed by Websterrogers Financial 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)
7,666
Value
$436.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,666$436.8K0.1%00.0%UnchangedHolders
Q1 20267,666$373.7K0.1%−108−1.4%ReducedHolders
Q4 20257,774$427.6K0.1%00.0%UnchangedHolders
Q3 20257,774$401.1K0.1%−4−0.1%ReducedHolders
Q2 20257,778$368.1K0.1%00.0%UnchangedHolders
Q1 20257,778$324.6K0.1%00.0%UnchangedHolders
Q4 20247,778$341.8K0.1%00.0%UnchangedHolders
Q3 20247,778$308.6K0.1%−589−7.0%ReducedHolders
Q2 20248,367$332.8K0.1%−1,546−15.6%ReducedHolders
Q1 20249,913$375.9K0.1%+200+2.1%AddedHolders
Q4 20239,713$327.1K0.1%−7,295−42.9%ReducedHolders
Q3 202317,008$465.7K0.2%+105+0.6%AddedHolders
Q2 202316,903$485.0K0.2%+211+1.3%AddedHolders
Q1 202316,692$477.4K0.2%+35+0.2%AddedHolders
Q4 202216,657$551.7K0.3%00.0%UnchangedHolders
Q3 202216,657$503.0K0.3%−139−0.8%ReducedHolders
Q2 202216,796$523.0K0.3%−593−3.4%ReducedHolders
Q1 202217,389$711.0K0.4%+1,464+9.2%AddedHolders
Q4 202115,925$709.0K0.2%+1,137+7.7%AddedHolders
Q3 202114,788$628.0K0.1%−1,656−10.1%ReducedHolders
Q2 202116,444$607.0K0.1%+10.0%AddedHolders
Q1 202116,443$636.0K0.2%––Holders

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