Monument Capital Management
BAC icon

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
Q3 		$332K Buy
6,099
+231
+4% +$14.1K 0.07% 202
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Monument Capital Management's BAC Position: Q3 2026 in Review

Monument Capital Management increased its Bank of America (BAC) stake by 3.9% in Q3 2026, buying an estimated $14.1K and bringing the position to 6,099 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #202.

Monument Capital Management first reported a position in BAC in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2021. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Monument Capital Management held 6,099 shares of Bank of America worth $332K as of Q3 2026.
  • Monument Capital Management bought 231 Bank of America shares in Q3 2026, an estimated $14.1K.
  • Bank of America made up 0.07% of Monument Capital Management's portfolio in Q3 2026, its #202 holding.
  • Monument Capital Management first reported a position in Bank of America in Q4 2017 and has held it in 19 quarters since.
  • Monument Capital Management's Bank of America position peaked at $1.16M in Q4 2021.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.