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

Sendero 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
Q1 		$425K Sell
8,720
-297
-3% -$15.3K 0.05% 164
2025
Q4 		$496K Buy
9,017
+316
+4% +$16.7K 0.06% 159
2025
Q3 		$449K Buy
8,701
+625
+8% +$30.5K 0.05% 154
2025
Q2 		$382K Sell
8,076
-1,036
-11% -$43.6K 0.05% 161
2025
Q1 		$380K Buy
9,112
+485
+6% +$21.6K 0.05% 150
2024
Q4 		$379K Hold
8,627
– – 0.06% 144
2024
Q3 		$342K Hold
8,627
– – 0.05% 140
2024
Q2 		$343K Sell
8,627
-140,205
-94% -$5.37M 0.06% 136
2024
Q1 		$5.64M Buy
148,832
+87,325
+142% +$3M 0.97% 24
2023
Q4 		$2.07M Sell
61,507
-74,056
-55% -$2.16M 0.39% 52
2023
Q3 		$3.71M Buy
135,563
+9,912
+8% +$293K 0.8% 26
2023
Q2 		$3.6M Buy
125,651
+27,798
+28% +$793K 0.79% 26
2023
Q1 		$2.8M Buy
97,853
+63,301
+183% +$2.09M 0.86% 24
2022
Q4 		$1.14M Buy
34,552
+18,275
+112% +$629K 0.41% 51
2022
Q3 		$492K Buy
+16,277
New +$544K 0.2% 64

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's BAC Position: Q1 2026 in Review

Sendero Wealth Management reduced its Bank of America (BAC) stake by 3.3% in Q1 2026, selling an estimated $15.3K and leaving 8,720 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #164.

Sendero Wealth Management first reported a position in BAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.64M in Q1 2024. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sendero Wealth Management held 8,720 shares of Bank of America worth $425K as of Q1 2026.
  • Sendero Wealth Management sold 297 Bank of America shares in Q1 2026, an estimated $15.3K.
  • Bank of America made up 0.05% of Sendero Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Sendero Wealth Management first reported a position in Bank of America in Q3 2022 and has held it in 15 quarters since.
  • Sendero Wealth Management's Bank of America position peaked at $5.64M in Q1 2024.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.