Cerity Partners’s Bank of America BAC Stock Holding History

Cerity Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,000	Closed	-$146K	–	3419
2026 Q1	$146K	Buy	+3,000	New	+$155K	﹤0.01%	2958

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's BAC Position: Q2 2026 in Review

Cerity Partners increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $4.51M and bringing the position to 4,215,750 shares worth $240M. The position accounts for 0.29% of the portfolio, ranked #69.

Cerity Partners first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cerity Partners held 4,215,750 shares of Bank of America worth $240M as of Q2 2026.
Cerity Partners bought 84,782 Bank of America shares in Q2 2026, an estimated $4.51M.
Bank of America made up 0.29% of Cerity Partners's portfolio in Q2 2026, its #69 holding.
Cerity Partners first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.