Montag & Caldwell’s Bank of America BAC Stock Holding History

Montag & Caldwell’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
2025 Q2	$71K	Hold	1,500	–	–	0.02%	99
2025 Q1	$62.6K	Hold	1,500	–	–	0.01%	98
2024 Q4	$65.9K	Buy	+1,500	New	+$66K	0.01%	104

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Montag & Caldwell's BAC Position: Q2 2025 in Review

Montag & Caldwell held its Bank of America (BAC) position steady in Q2 2025 at 1,500 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #99.

Montag & Caldwell first reported a position in BAC in Q4 2024 and has held it in 3 quarters since. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Montag & Caldwell held 1,500 shares of Bank of America worth $71K as of Q2 2025.
Montag & Caldwell left its Bank of America share count unchanged in Q2 2025.
Bank of America made up 0.02% of Montag & Caldwell's portfolio in Q2 2025, its #99 holding.
Montag & Caldwell first reported a position in Bank of America in Q4 2024 and has held it in 3 quarters since.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.