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Livermore
Livermore
ZHEN

MBL Wealth, LLC

SEC CIK
0001845785
Latest filing
Jul 15, 2026

BAC holding history

Bank of America Corp in every 13F filed by MBL Wealth, 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)
42,943
Value
$2.45M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of BAC by MBL Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,943$2.45M0.2%+6,893+19.1%AddedHolders
Q1 202636,050$1.76M0.1%+1,360+3.9%AddedHolders
Q4 202534,690$1.91M0.2%+8,922+34.6%AddedHolders
Q3 202525,768$1.33M0.1%+2,060+8.7%AddedHolders
Q2 202523,708$1.12M0.1%+366+1.6%AddedHolders
Q1 202523,342$974.1K0.1%+6,616+39.6%AddedHolders
Q4 202416,726$735.1K0.1%+101+0.6%AddedHolders
Q3 202416,625$659.7K0.1%+73+0.4%AddedHolders
Q2 202416,552$658.3K0.1%+1,234+8.1%AddedHolders
Q1 202415,318$580.8K0.1%−978−6.0%ReducedHolders
Q4 202316,296$548.7K0.1%+290+1.8%AddedHolders
Q3 202316,006$438.2K0.1%+495+3.2%AddedHolders
Q2 202315,511$445.0K0.1%−2,457−13.7%ReducedHolders
Q1 202317,968$513.9K0.1%−1,316−6.8%ReducedHolders
Q4 202219,284$639.0K0.1%−3,134−14.0%ReducedHolders
Q3 202222,418$677.0K0.1%+3,285+17.2%AddedHolders
Q2 202219,133$596.0K0.1%−5,672−22.9%ReducedHolders
Q1 202224,805$1.02M0.2%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202123,747$1.01M0.3%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202124,558$950.0K0.3%––Holders

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