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Livermore
Livermore
ZHEN

C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

BAC holding history

Bank of America Corp in every 13F filed by C2C Wealth Management, 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)
15,674
Value
$893.1K
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of BAC by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,674$893.1K0.7%−344−2.1%ReducedHolders
Q1 202616,018$780.9K0.7%+70.0%AddedHolders
Q4 202516,011$880.6K0.7%+40+0.3%AddedHolders
Q3 202515,971$823.9K0.7%00.0%UnchangedHolders
Q2 202515,971$755.7K0.7%00.0%UnchangedHolders
Q1 202515,971$666.5K0.6%00.0%UnchangedHolders
Q4 202415,971$701.9K0.7%+60+0.4%AddedHolders
Q3 202415,911$665.4K0.6%00.0%UnchangedHolders
Q2 202415,911$632.8K0.6%00.0%UnchangedHolders
Q1 202415,911$603.3K0.6%−2,300−12.6%ReducedHolders
Q4 202318,211$617.0K0.5%−1,200−6.2%ReducedHolders
Q3 202319,411$517.2K0.1%−5,000−20.5%ReducedHolders
Q2 202324,411$717.6K0.1%00.0%UnchangedHolders
Q1 202324,411$695.1K0.1%+4,654+23.6%AddedHolders
Q4 202219,757$661.3K0.1%+870+4.6%AddedHolders
Q3 202218,887$612.0K0.1%−197−1.0%ReducedHolders
Q2 202219,084$636.0K0.1%00.0%UnchangedHolders
Q1 202219,084$765.0K0.1%−124−0.6%ReducedHolders
Q4 202119,208$854.0K0.1%–No prior filingHolders