Bank of America Corporation shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 73k | 51.59 |
| 2025-06-30 | $4.0M | 85k | 47.32 |
| 2025-03-31 | $3.4M | 82k | 41.73 |
| 2024-12-31 | $3.8M | 86k | 43.95 |
| 2024-09-30 | $3.3M | 82k | 39.68 |
| 2024-06-30 | $3.3M | 83k | 39.77 |
| 2024-03-31 | $3.0M | 80k | 37.92 |
| 2023-12-31 | $2.7M | 81k | 33.67 |
| 2023-09-30 | $2.4M | 88k | 27.38 |
| 2023-06-30 | $2.4M | 84k | 28.69 |
| 2023-03-31 | $1.6M | 57k | 28.60 |
| 2022-12-31 | $1.9M | 58k | 33.12 |
| 2022-09-30 | $1.4M | 47k | 30.21 |
| 2022-06-30 | $1.5M | 48k | 31.14 |
| 2022-03-31 | $1.9M | 47k | 41.22 |
| 2021-12-31 | $3.6M | 81k | 44.49 |
| 2021-09-30 | $2.0M | 46k | 42.46 |
| 2021-06-30 | $1.9M | 46k | 41.24 |
| 2021-03-31 | $1.8M | 46k | 38.69 |
| 2020-12-31 | $1.8M | 59k | 30.31 |
| 2020-09-30 | $1.3M | 56k | 24.09 |
| 2020-06-30 | $1.3M | 56k | 23.76 |
| 2020-03-31 | $1.2M | 58k | 21.23 |
| 2019-12-31 | $1.8M | 51k | 35.22 |
| 2019-09-30 | $1.5M | 51k | 29.16 |
| 2019-06-30 | $1.4M | 49k | 29.00 |
| 2019-03-31 | $1.4M | 49k | 27.60 |
| 2018-12-31 | $1.2M | 49k | 24.63 |
| 2018-09-30 | $1.4M | 49k | 29.45 |
| 2018-06-30 | $1.4M | 48k | 28.19 |
| 2018-03-31 | $1.4M | 48k | 29.99 |
| 2017-12-31 | $1.4M | 49k | 29.52 |
| 2017-09-30 | $1.2M | 49k | 25.34 |
| 2017-06-30 | $1.3M | 54k | 24.26 |
| 2017-03-31 | $1.2M | 52k | 23.58 |
| 2016-12-31 | $778k | 35k | 22.11 |
| 2016-09-30 | $482k | 31k | 15.64 |
| 2016-06-30 | $375k | 28k | 13.28 |
| 2016-03-31 | $382k | 28k | 13.53 |
| 2015-12-31 | $439k | 26k | 16.81 |
| 2015-09-30 | $433k | 28k | 15.59 |
| 2015-06-30 | $472k | 28k | 17.02 |
| 2015-03-31 | $156k | 10k | 15.34 |
| 2014-12-31 | $182k | 10k | 17.90 |
| 2014-09-30 | $182k | 11k | 17.01 |
| 2014-06-30 | $159k | 10k | 15.39 |
| 2014-03-31 | $178k | 10k | 17.22 |
| 2013-12-31 | $161k | 10k | 15.58 |