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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

BAC holding history

Bank of America Corp in every 13F filed by Everhart Financial Group, Inc., 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)
44,011
Value
$2.51M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BAC by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,011$2.51M0.2%+93+0.2%AddedHolders
Q1 202643,918$2.14M0.2%+2,671+6.5%AddedHolders
Q4 202541,247$2.27M0.2%+3,540+9.4%AddedHolders
Q3 202537,707$1.95M0.2%+3,370+9.8%AddedHolders
Q2 202534,337$1.62M0.2%−4,380−11.3%ReducedHolders
Q1 202538,717$1.62M0.2%+1,726+4.7%AddedHolders
Q4 202436,991$1.63M0.3%+2,300+6.6%AddedHolders
Q3 202434,691$1.37M0.3%+4,841+16.2%AddedHolders
Q2 202429,850$1.18M0.3%+4,988+20.1%AddedHolders
Q1 202424,862$942.8K0.3%+5,067+25.6%AddedHolders
Q4 202319,795$666.5K0.2%−2,983−13.1%ReducedHolders
Q3 202322,778$623.7K0.3%+738+3.3%AddedHolders
Q2 202322,040$623.7K0.3%−850−3.7%ReducedHolders
Q1 202322,890$654.7K0.3%−2,291−9.1%ReducedHolders
Q4 202225,181$834.0K0.4%−3,613−12.5%ReducedHolders
Q3 202228,794$870.0K0.5%+5,577+24.0%AddedHolders
Q2 202223,217$723.0K0.4%+578+2.6%AddedHolders
Q1 202222,639$933.0K0.5%+4,109+22.2%AddedHolders
Q4 202118,530$825.0K0.5%+1,692+10.0%AddedHolders
Q3 202116,838$715.0K0.5%+371+2.3%AddedHolders
Q2 202116,467$679.0K0.5%+1,924+13.2%AddedHolders
Q1 202114,543$563.0K0.5%––Holders

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