Modera Wealth Management’s Bank of America BAC Stock Holding History

Modera Wealth Management’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	$4.41M	Buy	77,360 +196	+0.3%	+$10.4K	0.05%	198
2026 Q1	$3.76M	Buy	77,164 +1,217	+2%	+$62.8K	0.05%	200
2025 Q4	$4.18M	Buy	75,947 +2,520	+3%	+$133K	0.05%	201
2025 Q3	$3.79M	Sell	73,427 -11,842	-14%	-$578K	0.04%	207
2025 Q2	$4.03M	Buy	85,269 +3,255	+4%	+$137K	0.05%	199
2025 Q1	$3.42M	Sell	82,014 -3,877	-5%	-$173K	0.05%	207
2024 Q4	$3.77M	Buy	85,891 +3,637	+4%	+$160K	0.05%	201
2024 Q3	$3.26M	Sell	82,254 -354	-0.4%	-$14.2K	0.04%	198
2024 Q2	$3.29M	Buy	82,608 +2,272	+3%	+$87.1K	0.05%	192
2024 Q1	$3.05M	Sell	80,336 -747	-0.9%	-$25.6K	0.05%	195
2023 Q4	$2.73M	Sell	81,083 -6,507	-7%	-$189K	0.05%	200
2023 Q3	$2.4M	Buy	87,590 +3,975	+5%	+$118K	0.05%	199
2023 Q2	$2.4M	Buy	83,615 +27,076	+48%	+$773K	0.04%	208
2023 Q1	$1.62M	Sell	56,539 -1,791	-3%	-$59.1K	0.06%	105
2022 Q4	$1.93M	Buy	58,330 +11,756	+25%	+$405K	0.08%	95
2022 Q3	$1.41M	Sell	46,574 -1,538	-3%	-$51.4K	0.07%	107
2022 Q2	$1.5M	Buy	48,112 +1,529	+3%	+$55K	0.07%	113
2022 Q1	$1.92M	Sell	46,583 -34,049	-42%	-$1.54M	0.09%	101
2021 Q4	$3.59M	Buy	80,632 +34,189	+74%	+$1.56M	0.14%	77
2021 Q3	$1.97M	Buy	46,443 +172	+0.4%	+$6.93K	0.1%	71
2021 Q2	$1.91M	Buy	46,271 +291	+0.6%	+$11.9K	0.1%	69
2021 Q1	$1.78M	Sell	45,980 -12,746	-22%	-$440K	0.12%	64
2020 Q4	$1.78M	Buy	58,726 +2,778	+5%	+$74.5K	0.14%	64
2020 Q3	$1.35M	Sell	55,948 -31	-0.1%	-$772	0.2%	41
2020 Q2	$1.33M	Sell	55,979 -2,335	-4%	-$55.2K	0.21%	44
2020 Q1	$1.24M	Buy	58,314 +7,291	+14%	+$219K	0.26%	44
2019 Q4	$1.8M	Hold	51,023	–	–	0.28%	30
2019 Q3	$1.49M	Buy	51,023 +2,262	+5%	+$65K	0.25%	35
2019 Q2	$1.41M	Sell	48,761 -300	-0.6%	-$8.65K	0.26%	37
2019 Q1	$1.35M	Buy	49,061 +225	+0.5%	+$6.36K	0.25%	37
2018 Q4	$1.2M	Buy	48,836 +75	+0.2%	+$2.04K	0.24%	36
2018 Q3	$1.44M	Buy	48,761 +580	+1%	+$17.7K	0.29%	34
2018 Q2	$1.36M	Buy	48,181 +297	+0.6%	+$8.86K	0.29%	31
2018 Q1	$1.44M	Sell	47,884 -996	-2%	-$31.3K	0.3%	30
2017 Q4	$1.44M	Sell	48,880 -400	-0.8%	-$11K	0.31%	28
2017 Q3	$1.25M	Sell	49,280 -4,178	-8%	-$101K	0.28%	33
2017 Q2	$1.3M	Buy	53,458 +1,427	+3%	+$33.3K	0.32%	30
2017 Q1	$1.23M	Buy	52,031 +16,841	+48%	+$400K	0.31%	32
2016 Q4	$778K	Buy	35,190 +4,381	+14%	+$84.4K	0.26%	44
2016 Q3	$482K	Buy	30,809 +2,575	+9%	+$38.3K	0.16%	58
2016 Q2	$375K	Buy	28,234 +1	+0%	+$14	0.13%	65
2016 Q1	$382K	Buy	28,233 +2,122	+8%	+$28.6K	0.13%	68
2015 Q4	$439K	Sell	26,111 -1,664	-6%	-$28.1K	0.17%	46
2015 Q3	$433K	Buy	27,775 +42	+0.2%	+$707	0.18%	44
2015 Q2	$472K	Buy	27,733 +17,565	+173%	+$289K	0.19%	42
2015 Q1	$156K	Hold	10,168	–	–	0.06%	86
2014 Q4	$182K	Sell	10,168 -534	-5%	-$9.14K	0.07%	88
2014 Q3	$182K	Buy	10,702 +368	+4%	+$5.86K	0.08%	80
2014 Q2	$159K	Hold	10,334	–	–	0.07%	62
2014 Q1	$178K	Hold	10,334	–	–	0.07%	62
2013 Q4	$161K	Buy	+10,334	New	+$153K	0.06%	81

Other funds holding BAC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Modera Wealth Management's BAC Position: Q2 2026 in Review

Modera Wealth Management increased its Bank of America (BAC) stake by 0.25% in Q2 2026, buying an estimated $10.4K and bringing the position to 77,360 shares worth $4.41M. The position accounts for 0.05% of the portfolio, ranked #198.

Modera Wealth Management first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Modera Wealth Management held 77,360 shares of Bank of America worth $4.41M as of Q2 2026.
Modera Wealth Management bought 196 Bank of America shares in Q2 2026, an estimated $10.4K.
Bank of America made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #198 holding.
Modera Wealth Management first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.