Bank of Montreal
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Bank of Montreal’s Bank of America BAC Stock Holding History

Bank of Montreal’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 		$1B Sell
20,608,338
-1,931,881
-9% -$99.7M 0.37% 55
2025
Q4 		$1.24B Sell
22,540,219
-637,228
-3% -$33.7M 0.43% 46
2025
Q3 		$1.2B Buy
23,177,447
+1,721,385
+8% +$84M 0.46% 47
2025
Q2 		$1.02B Buy
21,456,062
+595,272
+3% +$25M 0.48% 45
2025
Q1 		$871M Sell
20,860,790
-32,344
-0.2% -$1.44M 0.42% 50
2024
Q4 		$918M Sell
20,893,134
-1,857,942
-8% -$81.7M 0.43% 46
2024
Q3 		$896M Sell
22,751,076
-386,730
-2% -$15.5M 0.39% 52
2024
Q2 		$930M Sell
23,137,806
-1,138,274
-5% -$43.6M 0.27% 48
2024
Q1 		$918M Sell
24,276,080
-3,133,100
-11% -$108M 0.28% 44
2023
Q4 		$930M Buy
27,409,180
+3,239,761
+13% +$94.3M 0.28% 50
2023
Q3 		$700M Buy
24,169,419
+139,984
+0.6% +$4.14M 0.24% 56
2023
Q2 		$709M Sell
24,029,435
-592,291
-2% -$16.9M 0.25% 52
2023
Q1 		$706M Buy
24,621,726
+3,933,586
+19% +$130M 0.28% 47
2022
Q4 		$759M Buy
20,688,140
+248,756
+1% +$8.57M 0.33% 43
2022
Q3 		$737K Buy
20,439,384
+333,025
+2% +$11.1M 0.32% 46
2022
Q2 		$655K Buy
20,106,359
+247,926
+1% +$8.93M 0.3% 56
2022
Q1 		$867M Sell
19,858,433
-2,501,395
-11% -$113M 0.42% 52
2021
Q4 		$1,000M Sell
22,359,828
-5,344,103
-19% -$243M 0.53% 38
2021
Q3 		$1.2B Buy
27,703,931
+4,416,156
+19% +$178M 0.55% 32
2021
Q2 		$973M Buy
23,287,775
+3,170,962
+16% +$130M 0.48% 38
2021
Q1 		$799M Sell
20,116,813
-2,072,955
-9% -$71.5M 0.52% 37
2020
Q4 		$734M Buy
22,189,768
+1,285,149
+6% +$34.4M 0.49% 41
2020
Q3 		$509M Sell
20,904,619
-221,871
-1% -$5.52M 0.43% 45
2020
Q2 		$481M Sell
21,126,490
-117,901
-0.6% -$2.79M 0.44% 49
2020
Q1 		$437M Sell
21,244,391
-2,955,310
-12% -$88.6M 0.5% 44
2019
Q4 		$852M Buy
24,199,701
+1,056,799
+5% +$34.2M 0.64% 27
2019
Q3 		$675M Buy
23,142,902
+2,848,340
+14% +$81.9M 0.58% 31
2019
Q2 		$589M Sell
20,294,562
-2,416,944
-11% -$69.7M 0.5% 41
2019
Q1 		$627M Buy
22,711,506
+4,712,124
+26% +$133M 0.54% 40
2018
Q4 		$444M Sell
17,999,382
-3,911,778
-18% -$106M 0.42% 47
2018
Q3 		$646M Sell
21,911,160
-2,390,889
-10% -$72.8M 0.51% 41
2018
Q2 		$685M Sell
24,302,049
-4,380,507
-15% -$131M 0.57% 33
2018
Q1 		$860M Buy
28,682,556
+2,217,238
+8% +$69.6M 0.77% 23
2017
Q4 		$781M Sell
26,465,318
-3,754,082
-12% -$103M 0.68% 28
2017
Q3 		$766M Sell
30,219,400
-4,691,636
-13% -$114M 0.7% 25
2017
Q2 		$847M Buy
34,911,036
+6,549,522
+23% +$153M 0.81% 22
2017
Q1 		$669M Buy
28,361,514
+2,937,130
+12% +$69.7M 0.63% 26
2016
Q4 		$537M Buy
25,424,384
+5,254,137
+26% +$101M 0.56% 30
2016
Q3 		$316M Sell
20,170,247
-98,349
-0.5% -$1.46M 0.34% 52
2016
Q2 		$269M Buy
20,268,596
+7,026,197
+53% +$98.7M 0.31% 64
2016
Q1 		$179M Sell
13,242,399
-5,683,330
-30% -$76.7M 0.19% 91
2015
Q4 		$319M Buy
18,925,729
+6,338,155
+50% +$107M 0.38% 45
2015
Q3 		$196M Buy
12,587,574
+924,556
+8% +$15.6M 0.27% 81
2015
Q2 		$199M Buy
11,663,018
+544,729
+5% +$8.98M 0.23% 91
2015
Q1 		$171M Buy
11,118,289
+1,252,754
+13% +$20.1M 0.2% 114
2014
Q4 		$176M Buy
9,865,535
+2,578,070
+35% +$44.1M 0.2% 102
2014
Q3 		$124M Buy
7,287,465
+2,205,671
+43% +$35.1M 0.14% 137
2014
Q2 		$0 Sell
5,081,794
-1,916,443
-27% -$29.8M ﹤0.01% 4668
2014
Q1 		$0 Sell
6,998,237
-5,203,962
-43% -$87.5M ﹤0.01% 3996
2013
Q4 		$190M Buy
12,202,199
+8,567,623
+236% +$127M 0.26% 84
2013
Q3 		$50.2M Sell
3,634,576
-11,853,271
-77% -$169M 0.08% 193
2013
Q2 		$199M Buy
+15,487,847
New +$197M 0.35% 58

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

Bank of Montreal's BAC Position: Q1 2026 in Review

Bank of Montreal reduced its Bank of America (BAC) stake by 8.6% in Q1 2026, selling an estimated $99.7M and leaving 20,608,338 shares worth $1B. The position accounts for 0.37% of the portfolio, ranked #55.

Bank of Montreal first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.24B in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Bank of Montreal held 20,608,338 shares of Bank of America worth $1B as of Q1 2026.
  • Bank of Montreal sold 1,931,881 Bank of America shares in Q1 2026, an estimated $99.7M.
  • Bank of America made up 0.37% of Bank of Montreal's portfolio in Q1 2026, its #55 holding.
  • Bank of Montreal first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Bank of America position peaked at $1.24B in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.