Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,407,972
+$646,227 QoQ
Shares Held
77,360
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,049
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. BAC ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
|
14,577 | $391,538 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,407,972 | 77,360 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,761,745 | 77,164 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,177,085 | 75,947 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,788,098 | 73,427 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,034,929 | 85,269 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,422,444 | 82,014 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,774,909 | 85,891 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,263,838 | 82,254 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,285,320 | 82,608 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,046,341 | 80,336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,730,064 | 81,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,398,214 | 87,590 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $2,398,914 | 83,615 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,617,015 | 56,539 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,931,889 | 58,330 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,406,534 | 46,574 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,497,726 | 48,112 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,920,151 | 46,583 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,587,317 | 80,632 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,971,505 | 46,443 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,907,753 | 46,271 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,778,966 | 45,980 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,779,985 | 58,726 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,347,787 | 55,948 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,329,501 | 55,979 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,238,006 | 58,314 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||