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Monument Capital Management’s Bank of America BAC Stock Holding History

Monument Capital 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 		$334K Buy
5,868
+453
+8% +$24.1K 0.07% 205
2026
Q1 		$264K Sell
5,415
-194
-3% -$10K 0.07% 188
2025
Q4 		$308K Buy
5,609
+240
+4% +$12.7K 0.08% 178
2025
Q3 		$277K Buy
5,369
+237
+5% +$11.6K 0.07% 178
2025
Q2 		$243K Sell
5,132
-1,275
-20% -$53.6K 0.06% 196
2025
Q1 		$267K Sell
6,407
-1,026
-14% -$45.7K 0.08% 160
2024
Q4 		$327K Buy
7,433
+1,126
+18% +$49.5K 0.09% 150
2024
Q3 		$250K Buy
6,307
+399
+7% +$16K 0.07% 169
2024
Q2 		$235K Buy
+5,908
New +$226K 0.07% 157
2022
Q3 		– Sell
-17,720
Closed -$552K – 144
2022
Q2 		$552K Sell
17,720
-4,251
-19% -$153K 0.21% 94
2022
Q1 		$906K Sell
21,971
-3,989
-15% -$180K 0.29% 73
2021
Q4 		$1.16M Buy
25,960
+3,206
+14% +$146K 0.36% 77
2021
Q3 		$966K Buy
22,754
+11,661
+105% +$470K 0.33% 73
2021
Q2 		$457K Buy
+11,093
New +$455K 0.16% 104
2018
Q4 		– Sell
-7,623
Closed -$225K – 112
2018
Q3 		$225K Buy
7,623
+73
+1% +$2.22K 0.13% 80
2018
Q2 		$213K Buy
7,550
+9
+0.1% +$269 0.15% 72
2018
Q1 		$221K Buy
7,541
+8
+0.1% +$251 0.15% 63
2017
Q4 		$222K Buy
+7,533
New +$208K 0.16% 62

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Monument Capital Management's BAC Position: Q2 2026 in Review

Monument Capital Management increased its Bank of America (BAC) stake by 8.4% in Q2 2026, buying an estimated $24.1K and bringing the position to 5,868 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #205.

Monument Capital Management first reported a position in BAC in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2021. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Monument Capital Management held 5,868 shares of Bank of America worth $334K as of Q2 2026.
  • Monument Capital Management bought 453 Bank of America shares in Q2 2026, an estimated $24.1K.
  • Bank of America made up 0.07% of Monument Capital Management's portfolio in Q2 2026, its #205 holding.
  • Monument Capital Management first reported a position in Bank of America in Q4 2017 and has held it in 18 quarters since.
  • Monument Capital Management's Bank of America position peaked at $1.16M in Q4 2021.
  • 1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.