Cerity Partners
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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
2025
Q2 		– Sell
-4,169,922
Closed -$174M – 2638
2025
Q1 		$174M Buy
+4,169,922
New +$186M 0.35% 59

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's BAC Position: Q1 2026 in Review

Cerity Partners reduced its Bank of America (BAC) stake by 3.2% in Q1 2026, selling an estimated $7.14M and leaving 4,130,968 shares worth $201M. The position accounts for 0.28% of the portfolio, ranked #66.

Cerity Partners first reported a position in BAC in Q4 2016 and has held it in 36 quarters since. The position peaked at $235M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cerity Partners held 4,130,968 shares of Bank of America worth $201M as of Q1 2026.
  • Cerity Partners sold 138,298 Bank of America shares in Q1 2026, an estimated $7.14M.
  • Bank of America made up 0.28% of Cerity Partners's portfolio in Q1 2026, its #66 holding.
  • Cerity Partners first reported a position in Bank of America in Q4 2016 and has held it in 36 quarters since.
  • Cerity Partners's Bank of America position peaked at $235M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.