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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montz Harcus Wealth Management's BAC Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Bank of America (BAC) stake by 0.89% in Q2 2026, buying an estimated $3.78K and bringing the position to 8,081 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #53.

Montz Harcus Wealth Management first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Montz Harcus Wealth Management held 8,081 shares of Bank of America worth $460K as of Q2 2026.
Montz Harcus Wealth Management bought 71 Bank of America shares in Q2 2026, an estimated $3.78K.
Bank of America made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #53 holding.
Montz Harcus Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.