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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

BAC holding history

Bank of America Corp in every 13F filed by SOA Wealth 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)
8,324
Value
$474.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,324$474.3K0.1%+11+0.1%AddedHolders
Q1 20268,313$405.3K0.1%−312−3.6%ReducedHolders
Q4 20258,625$474.4K0.1%−342−3.8%ReducedHolders
Q3 20258,967$462.6K0.1%−5,589−38.4%ReducedHolders
Q2 202514,556$688.8K0.1%−317−2.1%ReducedHolders
Q1 202514,873$620.7K0.1%−4,670−23.9%ReducedHolders
Q4 202419,543$858.9K0.2%+371+1.9%AddedHolders
Q3 202419,172$760.7K0.1%+13+0.1%AddedHolders
Q2 202419,159$762.0K0.2%−72−0.4%ReducedHolders
Q1 202419,231$729.2K0.2%+965+5.3%AddedHolders
Q4 202318,266$615.0K0.1%−943−4.9%ReducedHolders
Q3 202319,209$525.9K0.1%+21+0.1%AddedHolders
Q2 202319,188$550.5K0.1%−78−0.4%ReducedHolders
Q1 202319,266$551.0K0.1%+262+1.4%AddedHolders
Q4 202219,004$629.4K0.2%+20+0.1%AddedHolders
Q3 202218,984$573.0K0.2%00.0%UnchangedHolders
Q2 202218,984$590.0K0.2%+649+3.5%AddedHolders
Q1 202218,335$755.0K0.2%+11+0.1%AddedHolders
Q4 202118,324$815.0K0.2%00.0%UnchangedHolders
Q3 202118,324$777.0K0.2%+60.0%AddedHolders
Q2 202118,318$755.0K0.2%+60.0%AddedHolders
Q1 202118,312$708.0K0.2%––Holders

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