MWM
BNC

Modera Wealth Management’s CEA Industries BNC Stock Holding History

Modera Wealth Management’s Portfolio BNC Stock Details BNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
20,000
– – ﹤0.01% 654
2026
Q1 		$0 Hold
20,000
– – ﹤0.01% 640
2025
Q4 		$0 Hold
20,000
– – ﹤0.01% 645
2025
Q3 		$0 Hold
20,000
– – ﹤0.01% 649
2025
Q2 		$201K Buy
+20,000
New +$160K ﹤0.01% 627

Other funds holding BNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

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

Modera Wealth Management held its CEA Industries (BNC) position steady in Q2 2026 at 20,000 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Modera Wealth Management first reported a position in BNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $201K in Q2 2025. 10 funds tracked by Wall St. Rank hold BNC as of Q2 2026.

  • Modera Wealth Management held 20,000 shares of CEA Industries worth $0 as of Q2 2026.
  • Modera Wealth Management left its CEA Industries share count unchanged in Q2 2026.
  • CEA Industries made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Modera Wealth Management first reported a position in CEA Industries in Q2 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's CEA Industries position peaked at $201K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held CEA Industries as of Q2 2026.

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