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

Modern 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 		$5.53M Buy
97,013
+32,392
+50% +$1.72M 0.07% 249
2026
Q1 		$3.18M Sell
64,621
-357
-0.5% -$18.4K 0.05% 250
2025
Q4 		$3.57M Sell
64,978
-2,263
-3% -$120K 0.07% 225
2025
Q3 		$3.47M Sell
67,241
-379
-0.6% -$18.5K 0.07% 220
2025
Q2 		$3.2M Buy
67,620
+5,637
+9% +$237K 0.08% 212
2025
Q1 		$2.59M Sell
61,983
-359
-0.6% -$16K 0.08% 187
2024
Q4 		$2.74M Buy
62,342
+24,269
+64% +$1.07M 0.1% 159
2024
Q3 		$1.51M Buy
38,073
+497
+1% +$19.9K 0.09% 135
2024
Q2 		$1.49M Buy
37,576
+4,324
+13% +$166K 0.11% 112
2024
Q1 		$1.26M Buy
33,252
+4,749
+17% +$163K 0.12% 101
2023
Q4 		$960K Buy
+28,503
New +$830K 0.12% 64

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Modern Wealth Management increased its Bank of America (BAC) stake by 50% in Q2 2026, buying an estimated $1.72M and bringing the position to 97,013 shares worth $5.53M. The position accounts for 0.07% of the portfolio, ranked #249.

Modern Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Modern Wealth Management held 97,013 shares of Bank of America worth $5.53M as of Q2 2026.
  • Modern Wealth Management bought 32,392 Bank of America shares in Q2 2026, an estimated $1.72M.
  • Bank of America made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Modern Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.