Bank of America
MDRR

Bank of America’s Medalist Diversified Inc MDRR Stock Holding History

Bank of America’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$62 – 6420
2025
Q4 		$62 Sell
5
-1
-17% -$13 ﹤0.01% 6920
2025
Q3 		$81 Hold
6
– – ﹤0.01% 7899
2025
Q2 		$63 Hold
6
– – ﹤0.01% 8054
2025
Q1 		$75 Hold
6
– – ﹤0.01% 7891
2024
Q4 		$80 Sell
6
-24
-80% -$299 ﹤0.01% 7789
2024
Q3 		$360 Buy
30
+24
+400% +$291 ﹤0.01% 7448
2024
Q2 		$69 Buy
+6
New +$68 ﹤0.01% 7782
2023
Q1 		– Sell
-2
Closed -$20 – 8091
2022
Q4 		$20 Buy
+2
New +$25 ﹤0.01% 7990
2022
Q1 		– Sell
-2
Closed – – 8558
2021
Q4 		$0 Buy
+2
New +$36 ﹤0.01% 8463
2021
Q2 		– Sell
-1
Closed – – 7930
2021
Q1 		$0 Buy
+1
New +$37 ﹤0.01% 7628
2020
Q2 		– Sell
-10
Closed – – 6995
2020
Q1 		$0 Buy
+10
New +$506 ﹤0.01% 7086
2019
Q3 		– Sell
-50
Closed -$3K – 7396
2019
Q2 		$3K Buy
+50
New +$4.43K ﹤0.01% 6909

Other funds holding MDRR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America's MDRR Position: Q1 2026 in Review

Bank of America sold out of Medalist Diversified Inc (MDRR) in Q1 2026, closing a stake of 5 shares — an estimated $62 sold.

Bank of America first reported a position in MDRR in Q2 2019 and held it in 12 quarters. The position peaked at $3K in Q2 2019. 8 funds tracked by Wall St. Rank hold MDRR as of Q1 2026.

  • Bank of America reported no remaining Medalist Diversified Inc position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 5 Medalist Diversified Inc shares in Q1 2026, an estimated $62.
  • Bank of America first reported a position in Medalist Diversified Inc in Q2 2019 and held it in 12 quarters.
  • Bank of America's Medalist Diversified Inc position peaked at $3K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.