Monument Capital Management

Position in BAC — Bank Of America Corp /De/

CIK 1729428 ALEXANDRIA, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$334,358

+$70,377 QoQ

Shares Held

5,868

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,852

of 3,589 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Monument Capital Management holds $7,252,118 across 6 Banks - Diversified names. BAC ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,063	$3,948,581
2	WFC	Wells Fargo & Company/Mn	11,653	$963,003
3	C	Citigroup Inc	6,379	$892,804
4	HSBC	Hsbc Holdings PLC	7,636	$726,107
5	BNY	Bank of New York Mellon Corp	2,678	$387,265
6	BAC	Bank Of America Corp /De/ This page	5,868	$334,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,358	5,868	+8.4%	Shares	Sole	2026-07-22
2026-03-31	$263,981	5,415	-3.5%	Shares	Sole	2026-04-16
2025-12-31	$308,495	5,609	+4.5%	Shares	Sole	2026-01-26
2025-09-30	$276,986	5,369	+4.6%	Shares	Sole	2025-10-14
2025-06-30	$242,846	5,132	-19.9%	Shares	Sole	2025-07-24
2025-03-31	$267,364	6,407	-13.8%	Shares	Sole	2025-04-25
2024-12-31	$326,680	7,433	+17.9%	Shares	Sole	2025-01-31
2024-09-30	$250,261	6,307	+6.8%	Shares	Sole	2024-10-15
2024-06-30	$234,961	5,908	-66.7%	Shares	Sole	2024-07-22
2022-06-30	$551,623	17,720	-19.3%	Shares	Sole	2022-07-20
2022-03-31	$905,644	21,971	-15.4%	Shares	Sole	2022-04-14
2021-12-31	$1,154,960	25,960	+14.1%	Shares	Sole	2022-01-18
2021-09-30	$965,907	22,754	+105.1%	Shares	Sole	2021-10-22
2021-06-30	$457,364	11,093	—	Shares	Sole	2021-07-27
No filing history on record for this holder in this stock.