Back to BAC-PS
Live Oak Private Wealth LLC → BAC-PS
Live Oak Private Wealth LLC BAC-PS Position History
BAC-PS
Quarters held
4
Latest value
$17.9M
Q3 2026
Peak value
$20.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20.4M |
| Q1 2026 | $18M |
| Q2 2026 | $19.7M |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 329.2K | — | — |
| Q2 2026 | $19.7M | 345.0K | — | — |
| Q1 2026 | $18M | 369.6K | — | — |
| Q4 2025 | $20.4M | 371.5K | — | — |
Other funds holding BAC-PS
$17.6B
$17.1B
$17.1B
$17.1B
$15.2B
$15.2B