December was a huge month for major bank stocks, with Bank of America (BAC -0.40%) and Wells Fargo (WFC -0.68%) both gaining 10.4%, and PNC (PNC 0.19%) charging 15.6% higher, according to data provided by S&P Global Market Intelligence. The banking sector was lifted by the Federal Reserve's commentary following its Open Market Committee meeting on Dec. 13. The central bank had a more dovish tone than anticipated, openly suggesting that a shift away from restrictive monetary policy could be around the corner ...