MONETARY MANAGEMENT GROUP INC

Position in BAC — Bank Of America Corp /De/

CIK 1133014 ST LOUIS, MO

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$256,410

+$2,910 QoQ

Shares Held

4,500

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,087

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETARY MANAGEMENT GROUP INC holds $9,046,699 across 4 Banks - Diversified names. BAC ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,885	$7,818,277
2	WFC	Wells Fargo & Company/Mn	9,645	$797,062
3	BAC	Bank Of America Corp /De/ This page	4,500	$256,410
4	C	Citigroup Inc	1,250	$174,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,410	4,500	-13.5%	Shares	Sole	2026-08-12
2026-03-31	$253,500	5,200	0.0%	Shares	Sole	2026-05-13
2025-12-31	$286,000	5,200	0.0%	Shares	Sole	2026-02-11
2025-09-30	$268,268	5,200	0.0%	Shares	Sole	2025-11-12
2025-06-30	$246,064	5,200	0.0%	Shares	Sole	2025-08-14
2025-03-31	$216,996	5,200	+15.6%	Shares	Sole	2025-05-14
2024-12-31	$197,775	4,500	-5.3%	Shares	Sole	2025-02-13
2024-09-30	$188,480	4,750	0.0%	Shares	Sole	2024-11-13
2024-06-30	$188,907	4,750	0.0%	Shares	Sole	2024-07-16
2024-03-31	$180,120	4,750	0.0%	Shares	Sole	2024-05-13
2023-12-31	$159,932	4,750	0.0%	Shares	Sole	2024-02-14
2023-09-30	$130,055	4,750	0.0%	Shares	Sole	2023-11-09
2023-06-30	$136,277	4,750	0.0%	Shares	Sole	2023-08-11
2023-03-31	$135,850	4,750	-52.3%	Shares	Sole	2023-05-11
2022-12-31	$329,544	9,950	0.0%	Shares	Sole	2023-02-13
2022-09-30	$300,490	9,950	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$333,091	10,700	0.0%	Shares	Sole	2022-08-11
2022-03-31	$441,054	10,700	0.0%	Shares	Sole	2022-05-12
2021-12-31	$476,043	10,700	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$437,235	10,300	+3.5%	Shares	Sole	2021-11-12
2021-06-30	$410,238	9,950	-2.9%	Shares	Sole	2021-08-12
2021-03-31	$396,572	10,250	-1.4%	Shares	Sole	2021-05-17
2020-12-31	$315,224	10,400	0.0%	Shares	Sole	2021-02-12
2020-09-30	$250,536	10,400	0.0%	Shares	Sole	2020-11-12
2020-06-30	$247,000	10,400	0.0%	Shares	Sole	2020-08-13
2020-03-31	$220,792	10,400	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.