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Montgomery Financial Services’s Bank of America BAC Stock Holding History

Montgomery Financial Services’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
Q2 		$97.8K Buy
+1,717
New +$91.3K 0.09% 45

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montgomery Financial Services's BAC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Bank of America (BAC) in Q2 2026: 1,717 shares worth $97.8K. The stake represents 0.09% of the portfolio and ranks #45 among its holdings.

3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Montgomery Financial Services held 1,717 shares of Bank of America worth $97.8K as of Q2 2026.
  • Bank of America was a new Montgomery Financial Services position in Q2 2026.
  • Bank of America made up 0.09% of Montgomery Financial Services's portfolio in Q2 2026, its #45 holding.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.