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Patrick M. Sweeney & Associates’s Bank of America BAC Stock Holding History

Patrick M. Sweeney & Associates’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
Q2 		$6.87M Sell
120,513
-6,468
-5% -$344K 3.94% 2
2026
Q1 		$6.19M Buy
126,981
+108
+0.1% +$5.57K 3.97% 4
2025
Q4 		$6.98M Buy
126,873
+131
+0.1% +$6.92K 4.36% 4
2025
Q3 		$6.54M Buy
126,742
+382
+0.3% +$18.6K 4.23% 4
2025
Q2 		$6.18M Buy
126,360
+714
+0.6% +$30K 4.25% 4
2025
Q1 		$5.24M Buy
125,646
+10,346
+9% +$461K 3.92% 5
2024
Q4 		$5.07M Sell
115,300
-11,501
-9% -$506K 3.8% 4
2024
Q3 		$5.03M Sell
126,801
-2,027
-2% -$81.2K 3.7% 6
2024
Q2 		$5.12M Buy
128,828
+140
+0.1% +$5.37K 4.14% 4
2024
Q1 		$4.88M Buy
128,688
+233
+0.2% +$8K 4.01% 5
2023
Q4 		$4.33M Buy
+128,455
New +$3.74M 3.96% 5

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patrick M. Sweeney & Associates's BAC Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $344K and leaving 120,513 shares worth $6.87M. The position accounts for 3.94% of the portfolio, ranked #2.

Patrick M. Sweeney & Associates first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.98M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Patrick M. Sweeney & Associates held 120,513 shares of Bank of America worth $6.87M as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 6,468 Bank of America shares in Q2 2026, an estimated $344K.
  • Bank of America made up 3.94% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #2 holding.
  • Patrick M. Sweeney & Associates first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Bank of America position peaked at $6.98M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.