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Menard Financial Group’s Bank of America BAC Stock Holding History

Menard Financial Group’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 		$644K Buy
13,213
+3
+0% +$155 0.45% 49
2025
Q4 		$727K Sell
13,210
-148
-1% -$7.82K 0.5% 46
2025
Q3 		$689K Sell
13,358
-10,219
-43% -$499K 0.46% 50
2025
Q2 		$1.12M Buy
23,577
+52
+0.2% +$2.19K 0.66% 34
2025
Q1 		$961K Buy
23,525
+2,905
+14% +$129K 0.63% 36
2024
Q4 		$906K Buy
20,620
+240
+1% +$10.6K 0.54% 40
2024
Q3 		$809K Buy
20,380
+2,804
+16% +$112K 0.53% 42
2024
Q2 		$699K Buy
17,576
+3,044
+21% +$117K 0.5% 42
2024
Q1 		$551K Sell
14,532
-6,747
-32% -$232K 0.46% 53
2023
Q4 		$716K Sell
21,279
-3,318
-13% -$96.6K 0.89% 27
2023
Q3 		$673K Buy
24,597
+4,432
+22% +$131K 0.97% 22
2023
Q2 		$579K Buy
20,165
+2,744
+16% +$78.3K 1.19% 22
2023
Q1 		$498K Buy
17,421
+9,111
+110% +$301K 1.15% 25
2022
Q4 		$275K Sell
8,310
-5,991
-42% -$206K 0.66% 46
2022
Q3 		$432K Buy
14,301
+469
+3% +$15.7K 0.78% 34
2022
Q2 		$431K Sell
13,832
-1,964
-12% -$70.7K 0.71% 39
2022
Q1 		$651K Sell
15,796
-777
-5% -$35.1K 0.64% 39
2021
Q4 		$737K Sell
16,573
-1,921
-10% -$87.5K 0.6% 37
2021
Q3 		$785K Buy
18,494
+1,075
+6% +$43.3K 0.69% 32
2021
Q2 		$718K Buy
17,419
+3,220
+23% +$132K 0.68% 36
2021
Q1 		$549K Sell
14,199
-529
-4% -$18.3K 0.59% 47
2020
Q4 		$446K Sell
14,728
-1,969
-12% -$52.8K 0.48% 52
2020
Q3 		$403K Buy
16,697
+1,971
+13% +$49.1K 0.47% 53
2020
Q2 		$350K Buy
+14,726
New +$348K 0.44% 55
2020
Q1 		– Sell
-8,961
Closed -$316K – 36
2019
Q4 		$316K Buy
+8,961
New +$290K 0.3% 105

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

Menard Financial Group's BAC Position: Q1 2026 in Review

Menard Financial Group increased its Bank of America (BAC) stake by 0.02% in Q1 2026, buying an estimated $155 and bringing the position to 13,213 shares worth $644K. The position accounts for 0.45% of the portfolio, ranked #49.

Menard Financial Group first reported a position in BAC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.12M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Menard Financial Group held 13,213 shares of Bank of America worth $644K as of Q1 2026.
  • Menard Financial Group bought 3 Bank of America shares in Q1 2026, an estimated $155.
  • Bank of America made up 0.45% of Menard Financial Group's portfolio in Q1 2026, its #49 holding.
  • Menard Financial Group first reported a position in Bank of America in Q4 2019 and has held it in 25 quarters since.
  • Menard Financial Group's Bank of America position peaked at $1.12M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.