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West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by West Wealth Group, 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)
9,910
Value
$564.7K
% of portfolio
0.1%
Quarters held
12
Since Q4 2021
Holdings of BAC by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,910$564.7K0.1%+602+6.5%AddedHolders
Q1 20269,308$453.8K0.1%+2,223+31.4%AddedHolders
Q4 20257,085$389.7K0.1%+281+4.1%AddedHolders
Q3 20256,804$355.7K0.1%−1,040−13.3%ReducedHolders
Q2 20257,844$356.3K0.1%+1,333+20.5%AddedHolders
Q1 20256,511$270.2K0.1%−658−9.2%ReducedHolders
Q4 20247,169$315.1K0.1%+652+10.0%AddedHolders
Q3 20246,517$258.6K0.1%−67−1.0%ReducedHolders
Q2 20246,584$261.9K0.1%+140+2.2%AddedHolders
Q1 20246,444$244.3K0.1%+34+0.5%AddedHolders
Q4 20236,410$215.8K0.1%+6,410NewHolders
Q1 20220$00.0%−4,691−100.0%Sold outHolders
Q4 20214,691$208.0K0.1%–No prior filingHolders