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Monetary Management Group’s Bank of America BAC Stock Holding History

Monetary Management 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 		$254K Hold
5,200
– – 0.06% 187
2025
Q4 		$286K Hold
5,200
– – 0.07% 181
2025
Q3 		$268K Hold
5,200
– – 0.06% 186
2025
Q2 		$246K Hold
5,200
– – 0.06% 189
2025
Q1 		$217K Buy
5,200
+700
+16% +$31.2K 0.06% 193
2024
Q4 		$198K Sell
4,500
-250
-5% -$11K 0.05% 198
2024
Q3 		$188K Hold
4,750
– – 0.05% 201
2024
Q2 		$189K Hold
4,750
– – 0.05% 196
2024
Q1 		$180K Hold
4,750
– – 0.05% 197
2023
Q4 		$160K Hold
4,750
– – 0.05% 198
2023
Q3 		$130K Hold
4,750
– – 0.04% 205
2023
Q2 		$136K Hold
4,750
– – 0.04% 206
2023
Q1 		$136K Sell
4,750
-5,200
-52% -$172K 0.04% 207
2022
Q4 		$330K Hold
9,950
– – 0.1% 157
2022
Q3 		$300K Sell
9,950
-750
-7% -$25.1K 0.1% 158
2022
Q2 		$333K Hold
10,700
– – 0.1% 147
2022
Q1 		$441K Hold
10,700
– – 0.12% 135
2021
Q4 		$476K Buy
10,700
+400
+4% +$18.2K 0.12% 130
2021
Q3 		$437K Buy
10,300
+350
+4% +$14.1K 0.12% 131
2021
Q2 		$410K Sell
9,950
-300
-3% -$12.3K 0.12% 135
2021
Q1 		$397K Sell
10,250
-150
-1% -$5.18K 0.12% 135
2020
Q4 		$315K Hold
10,400
– – 0.1% 138
2020
Q3 		$251K Hold
10,400
– – 0.09% 139
2020
Q2 		$247K Hold
10,400
– – 0.09% 132
2020
Q1 		$221K Sell
10,400
-4,800
-32% -$144K 0.1% 124
2019
Q4 		$535K Sell
15,200
-750
-5% -$24.2K 0.2% 112
2019
Q3 		$465K Sell
15,950
-18,550
-54% -$533K 0.18% 118
2019
Q2 		$1M Sell
34,500
-3,400
-9% -$98.1K 0.38% 79
2019
Q1 		$1.05M Sell
37,900
-250
-0.7% -$7.07K 0.41% 69
2018
Q4 		$940K Sell
38,150
-2,850
-7% -$77.3K 0.42% 69
2018
Q3 		$1.21M Buy
41,000
+1,000
+3% +$30.5K 0.46% 63
2018
Q2 		$1.13M Sell
40,000
-1,100
-3% -$32.8K 0.46% 64
2018
Q1 		$1.23M Sell
41,100
-250
-0.6% -$7.85K 0.51% 55
2017
Q4 		$1.22M Buy
41,350
+750
+2% +$20.7K 0.49% 55
2017
Q3 		$1.03M Buy
40,600
+7,800
+24% +$189K 0.43% 59
2017
Q2 		$796K Buy
32,800
+6,000
+22% +$140K 0.33% 80
2017
Q1 		$632K Buy
26,800
+2,250
+9% +$53.4K 0.27% 84
2016
Q4 		$543K Buy
24,550
+21,500
+705% +$414K 0.25% 84
2016
Q3 		$48K Hold
3,050
– – 0.02% 223
2016
Q2 		$40K Hold
3,050
– – 0.02% 240
2016
Q1 		$41K Sell
3,050
-400
-12% -$5.4K 0.02% 234
2015
Q4 		$58K Sell
3,450
-300
-8% -$5.07K 0.03% 208
2015
Q3 		$58K Sell
3,750
-600
-14% -$10.1K 0.03% 210
2015
Q2 		$74K Buy
4,350
+600
+16% +$9.89K 0.03% 213
2015
Q1 		$58K Hold
3,750
– – 0.03% 247
2014
Q4 		$67K Sell
3,750
-200
-5% -$3.42K 0.03% 226
2014
Q3 		$67K Hold
3,950
– – 0.03% 227
2014
Q2 		$61K Buy
3,950
+700
+22% +$10.9K 0.03% 243
2014
Q1 		$56K Hold
3,250
– – 0.03% 214
2013
Q4 		$51K Buy
+3,250
New +$48.2K 0.02% 233

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

Monetary Management Group's BAC Position: Q1 2026 in Review

Monetary Management Group held its Bank of America (BAC) position steady in Q1 2026 at 5,200 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #187.

Monetary Management Group first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.23M in Q1 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Monetary Management Group held 5,200 shares of Bank of America worth $254K as of Q1 2026.
  • Monetary Management Group left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.06% of Monetary Management Group's portfolio in Q1 2026, its #187 holding.
  • Monetary Management Group first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
  • Monetary Management Group's Bank of America position peaked at $1.23M in Q1 2018.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.