Montis Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Montis Financial's BAC Position: Q2 2026 in Review
Montis Financial increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 12,432 shares worth $708K. The position accounts for 0.14% of the portfolio, ranked #81.
Montis Financial first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Montis Financial held 12,432 shares of Bank of America worth $708K as of Q2 2026.
- Montis Financial bought 197 Bank of America shares in Q2 2026, an estimated $10.5K.
- Bank of America made up 0.14% of Montis Financial's portfolio in Q2 2026, its #81 holding.
- Montis Financial first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
- 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.