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

Moran 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
Q3 		$596K Buy
10,955
+3,082
+39% +$188K 0.02% 398
2026
Q2 		$449K Sell
7,873
-17,438
-69% -$927K 0.01% 427
2026
Q1 		$1.23M Buy
25,311
+267
+1% +$13.8K 0.04% 344
2025
Q4 		$1.38M Buy
+25,044
New +$1.32M 0.04% 327

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Moran Wealth Management's BAC Position: Q3 2026 in Review

Moran Wealth Management increased its Bank of America (BAC) stake by 39% in Q3 2026, buying an estimated $188K and bringing the position to 10,955 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #398.

Moran Wealth Management first reported a position in BAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Moran Wealth Management held 10,955 shares of Bank of America worth $596K as of Q3 2026.
  • Moran Wealth Management bought 3,082 Bank of America shares in Q3 2026, an estimated $188K.
  • Bank of America made up 0.02% of Moran Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Moran Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Bank of America position peaked at $1.38M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.