Monograph Wealth Advisors’s Bank of America BAC Stock Holding History

Monograph Wealth Advisors’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	–	Sell	-18,130	Closed	-$997K	–	146
2025 Q4	$997K	Hold	18,130	–	–	0.1%	59
2025 Q3	$935K	Buy	+18,130	New	+$884K	0.09%	63
2025 Q1	–	Sell	-4,704	Closed	-$207K	–	116
2024 Q4	$207K	Buy	+4,704	New	+$207K	0.03%	110
2024 Q2	–	Sell	-23,130	Closed	-$877K	–	114
2024 Q1	$877K	Buy	+23,130	New	+$794K	0.13%	64
2022 Q2	–	Sell	-6,018	Closed	-$248K	–	81
2022 Q1	$248K	Buy	+6,018	New	+$272K	0.06%	76

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monograph Wealth Advisors's BAC Position: Q1 2026 in Review

Monograph Wealth Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 18,130 shares — an estimated $997K sold.

Monograph Wealth Advisors first reported a position in BAC in Q1 2022 and held it in 5 quarters. The position peaked at $997K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Monograph Wealth Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 18,130 Bank of America shares in Q1 2026, an estimated $997K.
Monograph Wealth Advisors first reported a position in Bank of America in Q1 2022 and held it in 5 quarters.
Monograph Wealth Advisors's Bank of America position peaked at $997K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.