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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by NewEdge 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)
167,257
Value
$9.53M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026167,257$9.53M0.1%−28,751−14.7%ReducedHolders
Q1 2026196,008$9.56M0.1%−40,380−17.1%ReducedHolders
Q4 2025236,388$13.0M0.1%+58,303+32.7%AddedHolders
Q3 2025178,085$9.34M0.1%+69,528+64.0%AddedHolders
Q2 2025108,557$4.88M0.1%−7,503−6.5%ReducedHolders
Q1 2025116,060$4.84M0.1%+7,848+7.3%AddedHolders
Q4 2024108,212$4.76M0.1%+11,655+12.1%AddedHolders
Q3 202496,557$3.83M0.1%+14,015+17.0%AddedHolders
Q2 202482,542$3.28M0.1%−10,402−11.2%ReducedHolders
Q1 202492,944$3.43M0.1%+602+0.7%AddedHolders
Q4 202392,342$3.11M0.1%+11,510+14.2%AddedHolders
Q3 202380,832$2.21M0.1%+7,703+10.5%AddedHolders
Q2 202373,129$2.10M0.1%−2,972−3.9%ReducedHolders
Q1 202376,101$2.18M0.1%+12,699+20.0%AddedHolders
Q4 202263,402$2.10M0.1%−38,048−37.5%ReducedHolders
Q3 2022101,450$3.06M0.1%+25,772+34.1%AddedHolders
Q2 202275,678$2.36M0.1%+59,181+358.7%AddedHolders
Q1 202216,497$680.0K<0.1%+1,318+8.7%AddedHolders
Q4 202115,179$675.0K<0.1%−8−0.1%ReducedHolders
Q3 202115,187$645.0K<0.1%+538+3.7%AddedHolders
Q2 202114,649$604.0K<0.1%+7,047+92.7%AddedHolders
Q1 20217,602$294.0K<0.1%––Holders

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