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Montz Harcus Wealth Management’s Bank of America BAC Stock Holding History

Montz Harcus Wealth Management’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
Q3 		$446K Buy
8,195
+114
+1% +$6.95K 0.16% 56
2026
Q2 		$460K Buy
8,081
+71
+0.9% +$3.78K 0.16% 53
2026
Q1 		$391K Sell
8,010
-146
-2% -$7.53K 0.16% 57
2025
Q4 		$449K Buy
8,156
+922
+13% +$48.7K 0.18% 49
2025
Q3 		$373K Buy
7,234
+352
+5% +$17.2K 0.16% 55
2025
Q2 		$326K Sell
6,882
-77
-1% -$3.24K 0.16% 57
2025
Q1 		$290K Buy
6,959
+147
+2% +$6.55K 0.16% 59
2024
Q4 		$299K Sell
6,812
-168
-2% -$7.39K 0.17% 51
2024
Q3 		$277K Buy
6,980
+41
+0.6% +$1.64K 0.16% 54
2024
Q2 		$276K Sell
6,939
-14
-0.2% -$537 0.18% 51
2024
Q1 		$264K Buy
6,953
+224
+3% +$7.69K 0.18% 50
2023
Q4 		$227K Buy
+6,729
New +$196K 0.17% 49
2023
Q1 		– Sell
-6,199
Closed -$205K – 54
2022
Q4 		$205K Buy
+6,199
New +$214K 0.2% 52

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Montz Harcus Wealth Management's BAC Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Bank of America (BAC) stake by 1.4% in Q3 2026, buying an estimated $6.95K and bringing the position to 8,195 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #56.

Montz Harcus Wealth Management first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $460K in Q2 2026. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Montz Harcus Wealth Management held 8,195 shares of Bank of America worth $446K as of Q3 2026.
  • Montz Harcus Wealth Management bought 114 Bank of America shares in Q3 2026, an estimated $6.95K.
  • Bank of America made up 0.16% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Montz Harcus Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
  • Montz Harcus Wealth Management's Bank of America position peaked at $460K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.