Montag & Caldwell »

Bank of America Corporation shares owned by Montag & Caldwell

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Montag & Caldwell from 13F filings

Historical chart of Montag & Caldwell investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2025-06-30 $71k 1.5k 47.32
2025-03-31 $63k 1.5k 41.73
2024-12-31 $66k 1.5k 43.95

More positions owned by Montag & Caldwell

Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Intuit (INTU)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Monster Beverage Corp (MNST)
Stryker Corporation (SYK)
Asml Holding N V N Y Registry Shs (ASML)
Take-Two Interactive Software (TTWO)
Chipotle Mexican Grill (CMG)
Abbott Laboratories (ABT)
Intercontinental Exchange (ICE)
Uber Technologies (UBER)

View all positions for Montag & Caldwell

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation