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Moody Lynn & Lieberson’s Bank of America BAC Stock Holding History

Moody Lynn & Lieberson’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 		$806K Sell
14,138
-338
-2% -$18K 0.04% 137
2026
Q1 		$706K Sell
14,476
-9,798
-40% -$506K 0.04% 144
2025
Q4 		$1.34M Sell
24,274
-86
-0.4% -$4.55K 0.07% 99
2025
Q3 		$1.26M Sell
24,360
-825
-3% -$40.2K 0.07% 102
2025
Q2 		$1.19M Buy
25,185
+273
+1% +$11.5K 0.07% 110
2025
Q1 		$1.04M Sell
24,912
-2,322
-9% -$103K 0.07% 113
2024
Q4 		$1.2M Sell
27,234
-43
-0.2% -$1.89K 0.07% 104
2024
Q3 		$1.08M Buy
27,277
+4,828
+22% +$193K 0.07% 122
2024
Q2 		$893K Sell
22,449
-1,000
-4% -$38.3K 0.06% 125
2024
Q1 		$889K Hold
23,449
– – 0.06% 121
2023
Q4 		$790K Sell
23,449
-1,938
-8% -$56.4K 0.06% 131
2023
Q3 		$695K Sell
25,387
-961
-4% -$28.4K 0.06% 126
2023
Q2 		$756K Sell
26,348
-467,105
-95% -$13.3M 0.06% 123
2023
Q1 		$14.1M Sell
493,453
-80,609
-14% -$2.66M 1.27% 28
2022
Q4 		$19M Sell
574,062
-6,754
-1% -$233K 1.74% 22
2022
Q3 		$17.5M Sell
580,816
-15,387
-3% -$514K 1.69% 20
2022
Q2 		$18.6M Buy
596,203
+5,270
+0.9% +$190K 1.67% 23
2022
Q1 		$24.4M Buy
590,933
+49,098
+9% +$2.22M 1.78% 18
2021
Q4 		$24.1M Buy
541,835
+6,754
+1% +$308K 1.62% 19
2021
Q3 		$22.7M Sell
535,081
-6,913
-1% -$278K 1.7% 19
2021
Q2 		$22.3M Buy
541,994
+6,624
+1% +$272K 1.68% 19
2021
Q1 		$20.7M Buy
535,370
+260,822
+95% +$9M 1.72% 18
2020
Q4 		$8.32M Buy
274,548
+83,772
+44% +$2.25M 0.71% 43
2020
Q3 		$4.6M Sell
190,776
-9,445
-5% -$235K 0.46% 56
2020
Q2 		$4.75M Buy
200,221
+13,898
+7% +$328K 0.52% 50
2020
Q1 		$3.96K Sell
186,323
-285,665
-61% -$8.56M 0.54% 46
2019
Q4 		$16.6M Buy
471,988
+201,572
+75% +$6.51M 1.6% 17
2019
Q3 		$7.89M Sell
270,416
-336,491
-55% -$9.68M 0.88% 40
2019
Q2 		$17.6M Sell
606,907
-17,349
-3% -$500K 1.93% 12
2019
Q1 		$17.2M Buy
624,256
+37,934
+6% +$1.07M 1.97% 14
2018
Q4 		$14.4M Sell
586,322
-438,878
-43% -$11.9M 1.94% 12
2018
Q3 		$30.2M Buy
1,025,200
+17,614
+2% +$536K 3.21% 4
2018
Q2 		$28.4M Sell
1,007,586
-104,171
-9% -$3.11M 3.35% 3
2018
Q1 		$33.3M Buy
1,111,757
+88,262
+9% +$2.77M 4.03% 1
2017
Q4 		$32.6M Buy
1,023,495
+36,468
+4% +$1.01M 3.48% 2
2017
Q3 		$25M Buy
987,027
+187,092
+23% +$4.54M 3.04% 2
2017
Q2 		$19.4M Sell
799,935
-93,156
-10% -$2.17M 2.55% 5
2017
Q1 		$21.1M Sell
893,091
-166,413
-16% -$3.95M 2.96% 5
2016
Q4 		$23.4M Buy
1,059,504
+513,154
+94% +$9.88M 3.36% 3
2016
Q3 		$8.55M Buy
+546,350
New +$8.14M 1.42% 24
2016
Q1 		– Sell
-333,998
Closed -$5.62M – 162
2015
Q4 		$5.62M Buy
+333,998
New +$5.65M 0.88% 46
2015
Q1 		– Sell
-560,545
Closed -$10M – 185
2014
Q4 		$10M Sell
560,545
-517,234
-48% -$8.85M 1.43% 24
2014
Q3 		$18.4M Buy
+1,077,779
New +$17.2M 2.74% 3

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody Lynn & Lieberson's BAC Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $18K and leaving 14,138 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #137.

Moody Lynn & Lieberson first reported a position in BAC in Q3 2014 and has held it in 43 quarters since. The position peaked at $33.3M in Q1 2018. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Moody Lynn & Lieberson held 14,138 shares of Bank of America worth $806K as of Q2 2026.
  • Moody Lynn & Lieberson sold 338 Bank of America shares in Q2 2026, an estimated $18K.
  • Bank of America made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #137 holding.
  • Moody Lynn & Lieberson first reported a position in Bank of America in Q3 2014 and has held it in 43 quarters since.
  • Moody Lynn & Lieberson's Bank of America position peaked at $33.3M in Q1 2018.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.