Skip to main content
Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

BAC holding history

Bank of America Corp in every 13F filed by Quantum Financial 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)
12,950
Value
$737.9K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of BAC by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,950$737.9K0.1%−589−4.4%ReducedHolders
Q1 202613,539$660.0K0.1%+656+5.1%AddedHolders
Q4 202512,883$708.5K0.1%+4,499+53.7%AddedHolders
Q3 20258,384$432.5K0.1%00.0%UnchangedHolders
Q2 20258,384$396.7K0.1%+67+0.8%AddedHolders
Q1 20258,317$347.1K0.1%−653−7.3%ReducedHolders
Q4 20248,970$394.2K0.1%00.0%UnchangedHolders
Q3 20248,970$355.9K0.1%+657+7.9%AddedHolders
Q2 20248,313$330.6K0.1%00.0%UnchangedHolders
Q1 20248,313$315.2K0.1%−535−6.0%ReducedHolders
Q4 20238,848$297.9K0.1%00.0%UnchangedHolders
Q3 20238,848$242.3K0.1%00.0%UnchangedHolders
Q2 20238,848$253.8K0.1%00.0%UnchangedHolders
Q1 20238,848$253.0K0.1%00.0%UnchangedHolders
Q4 20228,848$293.0K0.1%+98+1.1%AddedHolders
Q3 20228,750$264.0K0.1%−120−1.4%ReducedHolders
Q2 20228,870$311.0K0.1%–No prior filingHolders